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Sangam CRM Community

2.6k members • Free

22 contributions to Sangam CRM Community
Auto Message
Hello Team, i have integrated indiamart to crm and the leads which are coming automatically I also want to send auto welcome messages to them with whatsapp and mail so how can i configure this feature?
0 likes • Oct '23
@Pavan Joshi we are getting leads from indiamart V2 >> we have added auto tagging >> but our requirement is when those new leads are entered in crm and are tagged >> those taged leads should automatically get an email from our side >> anything like thank you for connecting us etc etc but it should be automatic and not after running campaign
0 likes • Oct '23
@Pavan Joshi any update sir
Indiamart Integration
Hello can anyone guide me on how do I integrate and import leads from Indiamart to CRM
0 likes • Oct '23
@Moazzam Shaikh CRM Support @Pavan Joshi as in above shared screen shot is there any update for the same ?
0 likes • Oct '23
@Moazzam Shaikh CRM Support please fine them below
Email Template Attachment
Hello team, i have created a Module wise E-mail template that has an attachment but when i select the template in the module at the time of sending it it will not show the attachment and then i have to do it manually
Email Template Attachment
0 likes • Sep '23
@Mustufa Darugar yes sir one of them I use for campaign also that is why
Indiamart Lead Auto Assigning
Hello Team, Just want to know if it is possible to auto assign leads which are coming from indiamart directly to the user as per state, for example person "A" handling all Gujarat leads then all leads from Gujarat will assign to this person directly and if person "B" is handling all Punjab leads then all this leads will assign to "B", is this process possible?
0 likes • Aug '23
@Moazzam Shaikh CRM Support @Pavan Joshi Hello thank you for helping me the workflow is working but it is taking a long time for assignment, as per discussion i have tried the setting to resolve this issue but not working properly.
0 likes • Sep '23
@Moazzam Shaikh CRM Support @Pavan Joshi can you please help me to reduce time of workflow
Mass Update Not Working
Dear Team, Mass update is not working Pls check Link:-https://d1578.sangamcrm.com
1-10 of 22
Sahil Sama
4
85points to level up
@sahil-sama-5805
Support Engineer At Skytech Technologies

Active 544d ago
Joined Apr 29, 2023
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