Connect Revolut Business and CRM.io to Build Intelligent Automations
Choose a Trigger
When this happens...
New Transaction Created
Watch Transaction State Change
Choose an Action
Automatically do this!
List All lists
Search List by Name
List All Tags
Search Notes
List All Companies
List All Deals
List All Pipelines
List All Products
List All Sources
List All Users
Create Contact
Find Company
Find Deal
Ready to use Revolut Business and CRM.io automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Transaction Created
Runs when transaction created
Watch Transaction State Change
Notifies on transactions state changes
Do thisActions
Action is the task that follows automatically within your Revolut Business integrations.
List Transactions
Get transactions with filters
List Accounts
List all accounts details.
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.
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Frequently Asked Questions
To start, connect both your Revolut Business and CRM.io accounts to viaSocket. Once connected, you can set up a workflow where an event in Revolut Business triggers actions in CRM.io (or vice versa).
Absolutely. You can customize how Revolut Business data is recorded in CRM.io. This includes choosing which data fields go into which fields of CRM.io, setting up custom formats, and filtering out unwanted information.
The data sync between Revolut Business and CRM.io 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 Revolut Business and CRM.io. 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 Revolut Business
A platform for managing business accounts, payments, expenses and corporate cards.
Learn MoreAbout 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 More
