Connect CRM.io and Elastic Email to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for CRM.io
Choose an Action
Automatically do this!
List Campaigns
Get a Contact
Get All Contacts
Create or Update Template
Get All Templates
Unsubscribe Contacts
Get All Contacts from a List
Get a Contact by Email
Delete Contact by Email
Create Contact
Create Contact List
Ready to use CRM.io and Elastic Email automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Add Contact to Specified List
Runs when new contact is added to specified list.
Campaign Sent
Triggers when a campaign is created.
Do thisActions
Action is the task that follows automatically within your CRM.io integrations.
List All lists
Retrieves the detail of all lists
Search List by Name
Retrieves the detail of lists by name
List All Tags
Retrieves the detail of all tags
Search Notes
Retrieve notes for a contact by email.
List All Companies
Retrieves the detail of all companies
List All Deals
Retrieves the detail of all deals
Know More About Crmio and Elasticemail Integrations
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Frequently Asked Questions
To start, connect both your CRM.io and Elastic Email accounts to viaSocket. Once connected, you can set up a workflow where an event in CRM.io triggers actions in Elastic Email (or vice versa).
Absolutely. You can customize how CRM.io data is recorded in Elastic Email. This includes choosing which data fields go into which fields of Elastic Email, setting up custom formats, and filtering out unwanted information.
The data sync between CRM.io and Elastic Email 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 CRM.io and Elastic Email. 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 CRM.io
CRM.io is a comprehensive Customer Relationship Management platform designed to streamline and enhance the way businesses interact with their customers. It offers a suite of tools to manage customer data, track interactions, and automate sales processes, ensuring that businesses can maintain strong relationships with their clients and improve customer satisfaction.
Learn MoreAbout Elastic Email
Elastic Email is a robust email marketing platform and SMTP relay service that caters to businesses and developers. It provides a suite of tools and services designed to facilitate email marketing campaigns, transactional emails, and email automation. The platform offers features like email template creation, contact list management, analytics, detailed reporting, and email API functionality.
Learn More
