Connect CRM.io and Amazing Marvin to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for CRM.io
Choose an Action
Automatically do this!
Create Task
Delete one or more reminders hold
Create Project
Set reminder
Start/Stop time tracking
Enable Integrations or automations with these events of CRM.io and Amazing Marvin
Enable Integrations or automations with these events of CRM.io and Amazing Marvin
Actions
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 CRM.io and Amazing Marvin accounts to viaSocket. Once connected, you can set up a workflow where an event in CRM.io triggers actions in Amazing Marvin (or vice versa).
Absolutely. You can customize how CRM.io data is recorded in Amazing Marvin. This includes choosing which data fields go into which fields of Amazing Marvin, setting up custom formats, and filtering out unwanted information.
The data sync between CRM.io and Amazing Marvin 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 CRM.io and Amazing Marvin. 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 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 MoreAbout Amazing Marvin
Amazing Marvin is a customizable task manager and daily planner app designed to help users beat procrastination, feel more in control and finish their to-do list. It combines principles from behavioral psychology with a playful design to make your work more productive and fun.
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