Connect Zoho CRM and Sangam CRM
Integrate Zoho CRM with Sangam CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Fetch Module Fields from Sangam CRM when New Lead in Zoho-crm
Create Company in Sangam CRM when New Lead in Zoho-crm
Create Campaign in Sangam CRM when New Lead in Zoho-crm
Get Lead related contact module data in Sangam-crm when New Lead in Zoho-crm
Add Event Member to Sangam CRM when New Lead in Zoho-crm
Popular Zoho CRM + Sangam CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Zoho CRM
When this happens...
New Lead
New Contact
New Account
New Deals
New Task
New or Updated Lead
Choose an action
Sangam CRM
Automatically do this!
Create a new Lead
Create Opportunity
Fetch Module Fields
Create Contact
Create Ticket
Create Company
Create Campaign
Create or Update Lead
Create Or Update Linked Record
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
Add Event Member
Update Ticket
Search Leads
List Module Records
List Leads
Fetch Module Fields from Sangam CRM when New Lead in Zoho-crm
Use this flowCreate Company in Sangam CRM when New Lead in Zoho-crm
Use this flowCreate Campaign in Sangam CRM when New Lead in Zoho-crm
Use this flowGet Lead related contact module data in Sangam-crm when New Lead in Zoho-crm
Use this flowAdd Event Member to Sangam CRM when New Lead in Zoho-crm
Use this flowUpdate Ticket in Sangam CRM when New Lead in Zoho-crm
Use this flowSearch Leads in Sangam CRM when New Lead in Zoho-crm
Use this flowList Module Records from Sangam CRM when New Lead in Zoho-crm
Use this flowList Leads from Sangam CRM when New Lead in Zoho-crm
Use this flowFetch Module Fields from Sangam CRM when New Contact in Zoho-crm
Use this flowSupported Triggers & Actions
Everything you can automate between Zoho CRM and Sangam CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead
Triggers when a new lead is created.
New Contact
Triggers when a new contact is created.
New Account
Triggers when a new account is created.
New Deals
Triggers when a new deal is created.
New Task
Triggers when a new task is created.
New or Updated Lead
Triggers when a lead is created or updated in Zoho CRM since the last schedule run.
Do thisActions
Action is the task that follows automatically within your Zoho CRM integrations.
Update a lead
Update an existing lead by Email, Mobile and ID.
Create a Note
Create a note in the selected module
Create a lead
Creates a new lead
Search Lead
Searchs Lead by Mobile Number
Update Note in Lead
Updates an existing note associated with a specific Lead
Add Tags to Leads
Attach tags to existing leads by lead ID, email, or mobile number; optionally replace existing tags.
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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AI will build it for you
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.
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Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate Zoho CRM and Sangam CRM workflows.
Learn how to automate Zoho CRM and Sangam CRM workflows.
Learn how to automate Zoho CRM and Sangam CRM workflows.
Learn how to automate Zoho CRM and Sangam CRM workflows.
Learn how to automate Zoho CRM and Sangam CRM workflows.
Learn how to automate Zoho CRM and Sangam CRM workflows.
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About Zoho CRM
Zoho CRM is an AI-powered customer relationship management platform that helps businesses manage leads, contacts, deals, customer interactions, sales automation, forecasting, and analytics in one place.
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 moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Zoho CRM 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 Zoho CRM 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 Zoho CRM triggers actions in Sangam CRM, and a separate workflow where Sangam CRM triggers actions in Zoho CRM. 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 Zoho CRM and Sangam CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Zoho CRM 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.
