Connect SMS Partner and CRM.io to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for SMS Partner
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
Enable Integrations or automations with these events of SMS Partner and CRM.io
Enable Integrations or automations with these events of SMS Partner and CRM.io
Actions
Send SMS
Send SMS messages to one or more phone numbers immediately or at a scheduled time.
Cancel Scheduled SMS
Cancel a previously scheduled SMS using its Message ID.
Create Contact
Create a new contact within a group.
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
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Automate Social Media Post Creation and Scheduling Across Multiple Platforms
- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
- YoutubeYoutube Video ScriptYoutube Description VideoCreate an Avatar VideoDelayRetrieve Shareable Link for a Video1Upload VideoAdd Step
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Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
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- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your SMS Partner and CRM.io accounts to viaSocket. Once connected, you can set up a workflow where an event in SMS Partner triggers actions in CRM.io (or vice versa).
Absolutely. You can customize how SMS Partner 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 SMS Partner 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 SMS Partner 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 SMS Partner
SMS Partner is a robust platform for managing and sending SMS communications, ideal for businesses looking to enhance their customer engagement and communication strategies.
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.
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