Connect BoxHero and CRM.io to Build Intelligent Automations
Ready to use BoxHero and CRM.io automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Transactions
Triggers when a new transactions is created.
Do thisActions
Action is the task that follows automatically within your BoxHero 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
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Frequently Asked Questions
To start, connect both your BoxHero and CRM.io accounts to viaSocket. Once connected, you can set up a workflow where an event in BoxHero triggers actions in CRM.io (or vice versa).
Absolutely. You can customize how BoxHero 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 BoxHero 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 BoxHero 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 BoxHero
BoxHero simplifies inventory management for small to medium-sized businesses. Increase visibility with barcode and QR-code attachments.
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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