Connect YourGPT and Sangam CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
Message Received
User Message Sent
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 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
Create Event Member
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Message Received
Triggers when a new message is received in your YourGPT chatbot session.
User Message Sent
Triggers when a user sends a message to the YourGPT chatbot in an active session.
New Lead Created
Runs 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
Runs when new ticket is created
Do thisActions
Action is the task that follows automatically within your YourGPT integrations.
Send Message
To send a new message.
Create New Session
To create a new Session
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.
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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Step by step guides to integrate YourGPT and Sangam CRM
Frequently Asked Questions
To start, connect both your YourGPT and Sangam CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in YourGPT triggers actions in Sangam CRM (or vice versa).
Absolutely. You can customize how YourGPT 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.
The data sync between YourGPT and Sangam CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between YourGPT 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 YourGPT
YourGPT is an advanced AI tool designed to assist users in generating human-like text based on the input provided. It leverages state-of-the-art machine learning models to understand and produce text that is coherent and contextually relevant, making it ideal for content creation, customer support, and more.
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.
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