Connect Wati and Sangam CRM
Integrate Wati with Sangam CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create a new Lead in Sangam CRM when New Event Occurs in Wati
Create Opportunity in Sangam CRM when New Event Occurs in Wati
Fetch Module Fields from Sangam CRM when New Event Occurs in Wati
Create Contact in Sangam CRM when New Event Occurs in Wati
Create Ticket in Sangam CRM when New Event Occurs in Wati
Popular Wati + Sangam CRM flows
Start from a real workflow other teams are already running.
Create a new Lead in Sangam CRM when New Event Occurs in Wati
Use this flowCreate Opportunity in Sangam CRM when New Event Occurs in Wati
Use this flowFetch Module Fields from Sangam CRM when New Event Occurs in Wati
Use this flowCreate Contact in Sangam CRM when New Event Occurs in Wati
Use this flowCreate Ticket in Sangam CRM when New Event Occurs in Wati
Use this flowCreate Company in Sangam CRM when New Event Occurs in Wati
Use this flowCreate Campaign in Sangam CRM when New Event Occurs in Wati
Use this flowCreate or Update Lead in Sangam CRM when New Event Occurs in Wati
Use this flowCreate Or Update Linked Record in Sangam CRM when New Event Occurs in Wati
Use this flowUpdate an Account in Sangam CRM when New Event Occurs in Wati
Use this flowSupported Triggers & Actions
Everything you can automate between Wati and Sangam CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
New Event Occurs
Runs when a specific event occurs in Wati.
When a chatbot is triggered
Runs the workflow automatically when a chatbot is triggered in Wati.
When a template message is sent in Wati
Runs the workflow automatically whenever a template message is sent in Wati.
When a session message is sent
Runs the workflow automatically whenever a session message is sent in Wati.
When a new message is received from a contact
Runs the workflow automatically when a new message is received from a contact in Wati.
When a new message arrives in Wati
Runs the workflow automatically whenever a new message arrives in Wati.
Do thisActions
Action is the task that follows automatically within your Wati integrations.
Send WhatsApp Template Message
Send a WhatsApp message using a Wati template.
Add Contact
Create a new Contact in Wati.
Send Session Message
Send a WhatsApp Message to an open session.
Update Contact Attributes
Update an existing Contact with attributes on WATI.
Start Chat Bot
Start a chat bot in specific wati contact.
Assign User
Assign conversation to other user/agent.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. Viasocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
Learn by building automations
Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate Wati and Sangam CRM workflows.
Learn how to automate Wati and Sangam CRM workflows.
Learn how to automate Wati and Sangam CRM workflows.
Learn how to automate Wati and Sangam CRM workflows.
Learn how to automate Wati and Sangam CRM workflows.
Learn how to automate Wati and Sangam CRM workflows.
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About Wati
Wati is an end-to-end customer communication platform on WhatsApp with Team Inbox, No Code Chatbot Builder, Broadcasts & more.
Learn more
About Sangam CRM
Sangam CRM is a business CRM platform for managing sales, marketing, helpdesk support, internal tasks, and automated business workflows, with web, mobile, API, and integration capabilities.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Wati and Sangam CRM accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Wati and Sangam CRM as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Sangam CRM. No coding required.
Yes. You can set up a workflow where Wati triggers actions in Sangam CRM, and a separate workflow where Sangam CRM triggers actions in Wati . Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Wati and Sangam CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Wati and Sangam CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
