Connect CRM.io and ATZ CRM
Integrate CRM.io with ATZ CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular CRM.io + ATZ CRM flows
Start from a real workflow other teams are already running.
Search List by Name in CRM.io when Add contact to ATZ CRM
Use this flowSearch Notes in CRM.io when Add contact to ATZ CRM
Use this flowCreate Contact in Crmio when Add contact to ATZ CRM
Use this flowFind Deal in CRM.io when Add contact to ATZ CRM
Use this flowSearch List by Name in CRM.io when Add candidate to ATZ CRM
Use this flowSearch Notes in CRM.io when Add candidate to ATZ CRM
Use this flowSupported Triggers & Actions
Everything you can automate between CRM.io and ATZ CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
Add contact
Add a new contact to ATZ CRM.
Add candidate
Create a candidate profile in ATZ CRM for tracking and follow-up.
Update Candidate
Update a candidate's details in ATZ CRM.
Delete candidate
Remove a candidate record from ATZ CRM.
Contact Deleted
Triggered when a contact is deleted from ATZ CRM.
Update Contact
Add a new contact or update an existing contact in ATZ CRM.
Do thisActions
Action is the task that follows automatically within your CRM.io 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
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. Viasocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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
About ATZ CRM
ATZ CRM is a comprehensive customer relationship management platform designed to streamline your sales and customer service processes. It offers tools for managing contacts, tracking sales, and enhancing customer interactions, making it ideal for businesses looking to improve their customer engagement and sales efficiency.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your CRM.io and ATZ CRM accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between CRM.io and ATZ CRM as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach ATZ CRM. No coding required.
Yes. You can set up a workflow where CRM.io triggers actions in ATZ CRM, and a separate workflow where ATZ CRM triggers actions in CRM.io. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between CRM.io and ATZ CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire CRM.io and ATZ CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
