Connect convergepoint and AtmosAI CRM to Build Intelligent Automations
Integrate convergepoint with your favorite apps
The app you are looking for is in beta, and we are awaiting verification from the app builders
before making it accessible to end users.
This process may take 15 to 30 days.
If you can’t wait, we can add the beta version to your viaSocket workspace within 24 hours.
Explore more automations built by businesses and experts
Know More About Convergepoint and Atmosai Crm Integrations
How viaSocket Works | A Complete Guide
Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.
5 Simple Automation Hacks to Make Your Team Free
Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
Frequently Asked Questions
To start, connect both your convergepoint and AtmosAI CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in convergepoint triggers actions in AtmosAI CRM (or vice versa).
Absolutely. You can customize how convergepoint data is recorded in AtmosAI CRM. This includes choosing which data fields go into which fields of AtmosAI CRM, setting up custom formats, and filtering out unwanted information.
The data sync between convergepoint and AtmosAI CRM 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 convergepoint and AtmosAI CRM. 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 convergepoint
Convergepoint simplifies your regulatory compliance processes with policy management and contract management software.
Learn More
About AtmosAI CRM
AtmosAI is an easily customizable CRM that connects sales, marketing, invoicing and the entire customer experience.
Learn MoreviaSocket
For SaaS
For AI Agent Builders
Support
Automation Experts
Plans, Pricing and Offer
AI & Automation
© 2026 viaSocket |Privacy,TermsandData Retention & Deletion Policy
Walkover Web Solutions Pvt Ltd. | All rights reserved.