Connect Zenventory and Sangam CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Customer Order
New Item Created
New Purchase Order
Customer Order Updated
New Transfer Order
Item Updated
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
Update a Ticket
Ready to use Zenventory and Sangam CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Customer Order
Triggers when a new customer order is created.
New Item Created
Triggers when a new item is created.
New Purchase Order
Triggers when a new purchase order is created.
Customer Order Updated
Triggers when a customer order is updated.
New Transfer Order
Triggers when a new transfer order is created.
Item Updated
Triggers when an item is updated.
Do thisActions
Action is the task that follows automatically within your Zenventory integrations.
Create New Item
Create a new inventory item.
Create a Customer Order
Creates a new customer order.
Create Purchase Order
Create a new purchase order.
Update Purchase Order
Update a single purchase order that is still a draft.
Update Item
Update an existing inventory item.
Create a new Lead
Add a new lead to Sangam CRM using selected custom fields and an optional next follow-up date.
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Step by step guides to integrate Zenventory and Sangam CRM
Frequently Asked Questions
To start, connect both your Zenventory and Sangam CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Zenventory triggers actions in Sangam CRM (or vice versa).
Absolutely. You can customize how Zenventory 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 Zenventory 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 Zenventory 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 Zenventory
Zenventory is a robust web-based inventory management system for small to medium-sized businesses. It helps manage inventory, orders, and suppliers, integrating with popular shipping and e-commerce platforms to streamline operations.
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
