Why Integrations Matter
A CRM should not exist in a silo. Its value multiplies when it connects with your accounting software, communication tools, marketing platforms, and other business applications. Sangam CRM offers a rich set of pre-built integrations that eliminate manual data entry, reduce errors, and provide a unified view of your business operations .
Out-of-the-Box Integrations
Sangam CRM comes with several powerful integrations ready to use:
1. Tally ERP Integration
One of the most significant integrations is with Tally ERP, a widely used accounting and business management software . This integration creates a unified platform for managing business operations by connecting Tally Prime with Sangam CRM .
Key Capabilities:
Sync Ledgers and Stock Items: Users can link, sync, and unlink ledgers and stock items between Tally and the CRM, ensuring financial data consistency
Quotation to Sales Order: Create sales orders in Tally directly from the quotation module in CRM
Real-Time Data Updates: Schedulers run daily to update ledger details, closing balances, and stock items
Multi-Company Support: Configure multiple companies within the integration
Create Ledger in Tally: Create new ledgers in Tally directly from the CRM account module
Why It Matters:
For manufacturing, IT, and service businesses using Tally for accounting, this integration eliminates dual data entry. As one user noted, "It can support the multi companies integration with CRM" , making it ideal for businesses with multiple branches or subsidiaries.
2. WhatsApp Integration
Sangam CRM offers powerful WhatsApp integration that extends across web and mobile platforms.
Key Capabilities:
Send WhatsApp to Unsaved Numbers: No need to save a contact to send a message
Automated WhatsApp Campaigns: Users can send campaign messages through automation using Accessibility Service permission
Create CRM Records from Calls and Messages: Convert incoming communications into leads, contacts, or accounts
Import Contacts from Phonebook: Quickly add new leads and contacts from your phone's address book
Why It Matters:
WhatsApp is a primary communication channel for many businesses. Sangam's integration ensures every WhatsApp interaction is captured in the CRM, providing a complete communication history.
3. Marketplace Integrations
Sangam CRM integrates with leading B2B marketplaces to streamline lead management .
Key Integrations:
IndiaMART
TradeIndia
Justdial
How It Works:
Leads generated from these platforms can be automatically captured in Sangam CRM. For example, using the Gallabox connector, businesses can create leads in Sangam CRM from WhatsApp chatbot conversations with required fields like First Name, Last Name, Phone, Email, Designation, Department, Source, and Follow-up Date .
4. Email Integration with SendGrid
Sangam CRM integrates with SendGrid for professional email delivery .
Key Capabilities:
Why It Matters:
Email marketing requires reliable delivery. SendGrid integration ensures your emails reach the inbox, not the spam folder.
5. API Access
Sangam CRM provides a robust API that enables custom integrations with any external application .
Key Capabilities:
Build custom integrations as needed
Connect with applications not available out-of-the-box
Enable external systems to interact with Sangam CRM data
How It's Used:
For example, the Gallabox connector uses the Sangam API to create leads from chatbot conversations. To use this, you need to turn ON the "Enable API Access" or "Allow External API Calls" button in the Admin Panel of Sangam CRM .
Advanced Integrations via viaSocket
Sangam CRM extends its integration capabilities through viaSocket, a no-code automation platform that connects Sangam CRM with hundreds of applications .
How viaSocket Works
When certain events occur in Sangam CRM, they can automatically trigger actions in other systems—and vice versa .
Sangam CRM Triggers Supported:
New Lead Created
New Contact Created
Opportunity Created
New Ticket Created
New Account Created
New Task Created
New Campaign Created
New Quotation Created
New Call Created
New Contract Created
New Product Created
Sangam CRM Actions Supported:
Create a new Lead
Create Opportunity
Create Contact
Create Ticket
Create Company
Create Campaign
Popular Integration Examples
Instagram for Business
Triggers: New Lead Created, New Contact Created, Opportunity Created, New Ticket Created
Actions: Publish Instagram Story, Send DM Message, Reply to Comment, Publish Photos or Carousel, Publish Video or Reel
Use Case: Automatically create a lead in Sangam CRM when someone sends a direct message on Instagram, or publish a story when a new deal is won.
Microsoft Teams
Triggers: New Channel Message, New Channel, New Chat Message, New Reply to Message, New Chat
Actions: Send Channel Message, Create Channel, Reply to Channel Message, Send Chat Message
Use Case: Automatically notify your team in Microsoft Teams when a new lead is created or a ticket is assigned.
Vapi (AI Voice Agents)
Use Case: Automatically create AI voice agents when new leads are added to the system.
Paddle (Payment Platform)
Use Case: Synchronize customer data between Sangam CRM and Paddle subscription management.
Connecting Your Ecosystem
viaSocket makes integration accessible for non-technical users. The entire setup is built through a visual, point-and-click interface . Basic automations like lead capture and deal updates can be set up in 30-90 minutes.
Key Benefits:
Eliminate Silos: All your tools work together seamlessly
No Missed Follow-ups: Automated reminders ensure timely actions
Scalable Collaboration: Partners work like your team without added complexity
Integration Best Practices
Start with Core Integrations: Begin with Tally for accounting, WhatsApp for communication, and SendGrid for email
Leverage Marketplace Integrations: Connect IndiaMART, TradeIndia, and Justdial for automated lead capture
Use viaSocket for Advanced Needs: Connect with social media, collaboration tools, and payment platforms
Enable API Access: Turn on API access in Admin Panel for custom connections
Set Up Automation Triggers: Use workflow automation to sync data across platforms
The Big Picture: A Connected Business
With Sangam CRM's out-of-the-box integrations, your business becomes a connected ecosystem:
Sales Teams: WhatsApp and marketplace leads automatically flow into the CRM
Accounting: Tally synchronization eliminates dual data entry
Marketing: SendGrid ensures reliable email delivery
Customer Support: Tickets can be created from multiple channels
Social Media: Instagram and other platforms connect directly to CRM
AI and Communication: Tools like Vapi and Teams become part of your workflow
Why Choose JMD eSolutions for Your CRM Implementation?
At JMD eSolutions (www.jmdes.in) , we specialize in helping businesses connect their entire ecosystem through Sangam CRM:
Integration Expertise: We help you set up and optimize integrations with your existing tools
Custom API Solutions: We can build custom integrations for your unique requirements
Seamless Implementation: Smooth setup of all out-of-the-box integrations
Training & Support: Ensuring your team leverages all integration capabilities
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