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Create integrations between Xodo Sign and Sangam CRM
Create a new lead in Sangam CRM when Document Completed in Xodosign
Create an opportunity in Sangam-crm when Document Completed in Xodosign
Fetch all available fields in a specific module in Sangam-crm when Document Completed in Xodosign
Create a Contact in Sangam-crm when Document Completed in Xodosign
Create a Ticket in Sangam-crm when Document Completed in Xodosign
Create a Company in Sangam-crm when Document Completed in Xodosign
Create a Campaign in Sangam-crm when Document Completed in Xodosign
Update a lead in Sangam-crm when Document Completed in Xodosign
Insert or Update Data With Linking Module in Sangam-crm when Document Completed in Xodosign
List all enabled module in Sangam CRM when Document Completed in Xodosign
Actions and Triggers
When this happensTriggers
Document Completed
Triggers when a new document is completed.
Document Sent
Triggers when a document is sent.
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
Do thisActions
Create Contact
Creates a contact
Find and Download Document
Finds and downloads a document
Create a new lead
Creates a new lead in Sangam CRM.
Create an opportunity
Adds a new opportunity Sangam CRM.
Fetch all available fields in a specific module
Fetch all fields available in specific module
Create a Contact
Creates a new contact in Sangam CRM.
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Frequently Asked Questions
About Xodo Sign
Xodo Sign is a tool used to sign legally binding documents online on any device
Learn MoreAbout 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.
Learn More
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