Connect Aura and CRM.io to Build Intelligent Automations

Choose a Trigger

Aura

When this happens...

Choose an Action

CRM.io

Automatically do this!

Enable Integrations or automations with these events of Aura and CRM.io

Enable Integrations or automations with these events of Aura and CRM.io

Actions

List Payments

List Payments

Enter action Description Here

Create Lead

Create Lead

Create a new lead with email

Record Payment

Record Payment

Record a payment for a lead

Get Campaign Analytics

Get Campaign Analytics

Retrieve lead and call performance aggregated by UTM source, medium, and campaign including show rate, close rate, and revenue.

Update Call

Update Call

Update the status or notes of an existing call in Aura

Verify Payment

Verify Payment

Manually verify a payment by linking it to a specific call.

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Frequently Asked Questions

How do I start an integration between Aura and CRM.io?

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

Can we customize how data from Aura is recorded in CRM.io?

Absolutely. You can customize how Aura 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.

How often does the data sync between Aura and CRM.io?

The data sync between Aura and CRM.io 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 Aura to CRM.io?

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 Aura and CRM.io?

Yes, you can set conditional logic to control the flow of data between Aura 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.

Aura

About Aura

An AI-powered assistant that automates routine tasks and provides insights.

Learn More
CRM.io

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 More