IntegrationsCentralstation CRMCausal
Centralstation CRM + Causal

Connect Centralstation CRM and Causal to Build Intelligent Automations

Choose a Trigger

Centralstation CRM

When this happens...

Choose an Action

Causal

Automatically do this!

Enable Integrations or automations with these events of Centralstation CRM and Causal

Enable Integrations or automations with these events of Centralstation CRM and Causal

Triggers

New Company

New Company

Triggers when a new company is created

New Person

New Person

Triggers when a new person is created

New Project

New Project

Triggers when a new project is created

New Task

New Task

Triggers when a new task is created

New Deal

New Deal

Triggers when a new deal is created

Deal Updated

Deal Updated

Triggers when a deal is updated

Actions

List All People

List All People

Retrieves the details of all people

Search People by Email

Search People by Email

Retrieves the details of the person by email

List All Companies

List All Companies

Retrieves the details of all companies

List All Deals

List All Deals

Retrieves the details of all deals

List All Projects

List All Projects

Retrieves the details of all projects

List All Protocols

List All Protocols

Retrieves the details of all protocols

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Frequently Asked Questions

How do I start an integration between Centralstation CRM and Causal?

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

Can we customize how data from Centralstation CRM is recorded in Causal?

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

How often does the data sync between Centralstation CRM and Causal?

The data sync between Centralstation CRM and Causal 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 Centralstation CRM to Causal?

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 Centralstation CRM and Causal?

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

Centralstation CRM

About Centralstation CRM

CentralStationCRM is an easy CRM software. We focus on ease of use, collaboration and work best when you have (or want) long term relationships.

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Causal

About Causal

Causal is a modern tool designed to simplify financial modeling, forecasting, and data analysis. It allows users to create dynamic models with ease, offering a more intuitive and collaborative approach to handling complex data. With Causal, users can connect their data sources, visualize outcomes, and share insights seamlessly, making it an ideal solution for businesses and individuals looking to enhance their decision-making processes.

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