Connect ATZ CRM and immedio to Build Intelligent Automations

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ATZ CRM

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immedio

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Enable Integrations or automations with these events of ATZ CRM and immedio

Enable Integrations or automations with these events of ATZ CRM and immedio

Triggers

Add contact

Add contact

Add a new contact to ATZ CRM.

Add candidate

Add candidate

Create a candidate profile in ATZ CRM for tracking and follow-up.

Update Candidate

Update Candidate

Update a candidate's details in ATZ CRM.

Delete candidate

Delete candidate

Remove a candidate record from ATZ CRM.

Contact Deleted

Contact Deleted

Triggered when a contact is deleted from ATZ CRM.

Update Contact

Update Contact

Add a new contact or update an existing contact in ATZ CRM.

Actions

Create Candidate

Create Candidate

Creates a new candidate in ATZ CRM using the provided details and returns the created candidate record.

Update candidate

Update candidate

Update a candidate's profile with new details such as name, contact, position, salary, languages, tags, custom fields, or resume.

Create Contact

Create Contact

Create a new contact in ATZ CRM with details such as name, email, phone, organization, stage, owner, and tags.

Update Contact

Update Contact

Update a contact in ATZ CRM by providing the contact slug and any fields to change (name, email, phone, address, tags, owner, stage, description, etc.).

Create Organization

Create Organization

Create a new organization record in ATZ CRM with name, website, location, owner, tags, and other details.

Update Deal

Update Deal

Update an existing deal in ATZ CRM with new details such as name, close date, stage, amount, contacts, organization, owner, and tags.

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Frequently Asked Questions

How do I start an integration between ATZ CRM and immedio?

To start, connect both your ATZ CRM and immedio accounts to viaSocket. Once connected, you can set up a workflow where an event in ATZ CRM triggers actions in immedio (or vice versa).

Can we customize how data from ATZ CRM is recorded in immedio?

Absolutely. You can customize how ATZ CRM data is recorded in immedio. This includes choosing which data fields go into which fields of immedio, setting up custom formats, and filtering out unwanted information.

How often does the data sync between ATZ CRM and immedio?

The data sync between ATZ CRM and immedio typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from ATZ CRM to immedio?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between ATZ CRM and immedio?

Yes, you can set conditional logic to control the flow of data between ATZ CRM and immedio. 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.

ATZ CRM

About ATZ CRM

ATZ CRM is a comprehensive customer relationship management platform designed to streamline your sales and customer service processes. It offers tools for managing contacts, tracking sales, and enhancing customer interactions, making it ideal for businesses looking to improve their customer engagement and sales efficiency.

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immedio

About immedio

immedio allows your prospects to book a meeting directly from the thanks page after they requested a brochure or demo in your website.

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