Connect Webengage and Sangam CRM
Integrate Webengage with Sangam CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Webengage + Sangam CRM flows
Start from a real workflow other teams are already running.
Add User to WebEngage when New Lead Created in Sangam CRM
Use this flowAdd User to WebEngage when New Contact Created in Sangam CRM
Use this flowAdd User to WebEngage when Opportunity Created in Sangam CRM
Use this flowAdd User to WebEngage when New Ticket Created in Sangam CRM
Use this flowAdd User to WebEngage when New Account Created in Sangam CRM
Use this flowAdd User to WebEngage when New Task Created in Sangam CRM
Use this flowAdd User to WebEngage when New Campaign Created in Sangam CRM
Use this flowAdd User to WebEngage when New Quotation Is Created in Sangam CRM
Use this flowAdd User to WebEngage when New Call Created in Sangam CRM
Use this flowAdd User to WebEngage when New Contract Created in Sangam CRM
Use this flowSupported Triggers & Actions
Everything you can automate between Webengage and Sangam CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead Created
Runs when a new lead is created.
New Contact Created
Trigger when new contact is created
Opportunity Created
Runs when opportunity created
New Ticket Created
Runs when new ticket is created
New Account Created
Runs when new account is created
New Task Created
Runs when new task is created
Do thisActions
Action is the task that follows automatically within your Webengage integrations.
Add User
Adds a new user to your WebEngage account.
Create a new Lead
Add a new lead to Sangam CRM using selected custom fields and an optional next follow-up date.
Create Opportunity
Create a new sales opportunity
Fetch Module Fields
Get all fields for a module
Create Contact
Creates a new contact in CRM
Create Ticket
Create a new ticket
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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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 Webengage and Sangam CRM workflows.
Learn how to automate Webengage and Sangam CRM workflows.
Learn how to automate Webengage and Sangam CRM workflows.
Learn how to automate Webengage and Sangam CRM workflows.
Learn how to automate Webengage and Sangam CRM workflows.
Learn how to automate Webengage and Sangam CRM workflows.
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About Webengage
Webengage is a comprehensive marketing automation platform that helps businesses engage with their customers through personalized communication across multiple channels. It offers tools for customer segmentation, journey mapping, and analytics to enhance customer retention and conversion rates.
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 Webengage 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 Webengage 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 Webengage triggers actions in Sangam CRM, and a separate workflow where Sangam CRM triggers actions in Webengage. 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 Webengage and Sangam CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Webengage 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.
