Integrations WhatsApp Business Cloud Sangam CRM

WhatsApp Business Cloud + Sangam CRM

Connect WhatsApp Business Cloud and Sangam CRM to Build Intelligent Automations

Choose a Trigger

When this happens...

Message Notification

Choose an Action

Automatically do this!

Create a new Lead
Create an opportunity
Fetch all available fields in a specific module
Create a Contact
Create a Ticket
Create a Company
Create a Campaign
Update a lead
Insert or Update Data With Linking Module
Update an Account
Search an User
Create lead
Get Account related module data
Get Lead related contact module data
Get Partner Registration related module data

Ready to use WhatsApp Business Cloud and Sangam CRM automations

Explore more automations built by businesses and experts

Automate Instagram Comment Replies with Smart DMs

When

Instagram for Business

Instant Trigger

getRandomCommentReplyFunction

cmntp4d3SwSR

- text is ai
  ReplytoComment
  Send a Private Reply
  Add Step
- Is guide comment
  ReplytoComment Guide
  Send a Private Reply Guide
  Add Step
- multi keyword match
  cmntdqJzLMYS
  ReplytoCommentMultiKeyword
  Add Step

Continue from here

View Template

Automate Social Media Post Creation and Scheduling Across Multiple Platforms

When

Google Sheets

Runs Every 15 Minutes

- Instagram
  Instagram Caption
  Generate Image
  Publish Photo with Tagging
  Add Step
- Youtube
  Youtube Video Script
  Youtube Description Video
  Create an Avatar Video
  Delay
  Retrieve Shareable Link for a Video1
  Upload Video
  Add Step
- Twitter
  Twitter Tweet
  Post a Tweet
  Add Step
- Linkedin
  Linkedin Article
  Create a linkedin Article or URL post
  Add Step

Continue from here

cmnt9r1ZY8HG

View Template

Automate Instagram DM Replies, Reactions, and Team Alerts

When

Instagram for Business

Instant Trigger

convertTimestampToIST_Message_Time

Give Prompt and Get Structured Response

- has response
  SendDMMessage
  Add Step
- Notify team
  SendMail
  Add Step
- has react
  SendDMMessage React
  Add Step

Continue from here

View Template

Actions and Triggers

When this happensTriggers
A trigger is an event that starts a workflow.

Message Notification

Triggers when a new message is received.

New Lead Created

Trigger when new lead is created

New Contact Created

Trigger when new contact is created

New Opportunity Created

Triggerv when new opportunity is created

New Ticket Created

Trigger when new tickey=t is created

New Account Created

Trigger when new account is created

Do thisActions
Action is the task that follows automatically within your WhatsApp Business Cloud integrations.

List Templates

List Templates available in the specific phone number.

Send Text Message

Text messages can be sent in customer-initiated conversations only

Send Template Message

WhatsApp human inteterface.

Create a new Lead

Add a new lead to Sangam CRM using selected custom fields and an optional next follow-up date.

Create an opportunity

Adds a new opportunity Sangam CRM.

We'll help you get started

Our team is all set to help you!

Know More About Whatsapp_business and Sangam Crm Integrations

How viaSocket Works | A Complete Guide

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Know more

5 Simple Automation Hacks to Make Your Team Free

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Know more

What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.

Know more

Step by step guides to integrate WhatsApp Business Cloud and Sangam CRM

Frequently Asked Questions

How do I start an integration between WhatsApp Business Cloud and Sangam CRM?

To start, connect both your WhatsApp Business Cloud and Sangam CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in WhatsApp Business Cloud triggers actions in Sangam CRM (or vice versa).

Can we customize how data from WhatsApp Business Cloud is recorded in Sangam CRM?

Absolutely. You can customize how WhatsApp Business Cloud data is recorded in Sangam CRM. This includes choosing which data fields go into which fields of Sangam CRM, setting up custom formats, and filtering out unwanted information.

How often does the data sync between WhatsApp Business Cloud and Sangam CRM?

The data sync between WhatsApp Business Cloud and Sangam CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from WhatsApp Business Cloud to Sangam CRM?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between WhatsApp Business Cloud and Sangam CRM?

Yes, you can set conditional logic to control the flow of data between WhatsApp Business Cloud and Sangam CRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

About WhatsApp Business Cloud

WhatsApp is a widely-used messaging platform that allows users to send text messages, voice messages, make voice and video calls, and share images, documents, user locations, and other media. It is known for its end-to-end encryption, ensuring secure communication between users.

Communication Messaging

Learn More

About Sangam CRM

Sangam CRM is a comprehensive customer relationship management platform designed to streamline your business processes, enhance customer interactions, and drive sales growth. With features like contact management, sales automation, and analytics, Sangam CRM helps businesses of all sizes manage their customer data efficiently and improve their overall customer experience.

CRM Sales

Learn More

Connect WhatsApp Business Cloud and Sangam CRM to Build Intelligent Automations

Choose a Trigger

Choose an Action

Ready to use WhatsApp Business Cloud and Sangam CRM automations

Automate Instagram Comment Replies with Smart DMs

Automate Social Media Post Creation and Scheduling Across Multiple Platforms

Automate Instagram DM Replies, Reactions, and Team Alerts

Actions and Triggers

When this happensTriggersA trigger is an event that starts a workflow.

Message Notification

New Lead Created

New Contact Created

New Opportunity Created

New Ticket Created

New Account Created

Do thisActionsAction is the task that follows automatically within your WhatsApp Business Cloud integrations.

List Templates

Send Text Message

Send Template Message

WhatsApp

Create a new Lead

Create an opportunity

We'll help you get started

Know More About Whatsapp_business and Sangam Crm Integrations

How viaSocket Works | A Complete Guide

5 Simple Automation Hacks to Make Your Team Free

What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide

Step by step guides to integrate WhatsApp Business Cloud and Sangam CRM

Frequently Asked Questions

About WhatsApp Business Cloud

About Sangam CRM

For SaaS

For AI Agent Builders

Support

Automation Experts

MCP

Compare

Company

Plans, Pricing and Offer

AI & Automation

When this happensTriggers
A trigger is an event that starts a workflow.

Do thisActions
Action is the task that follows automatically within your WhatsApp Business Cloud integrations.