Connect CRM.io and Deskpro to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for CRM.io
Choose an Action
Automatically do this!
Create Brand
Create Ticket
Create Organization
Find Ticket
Find Organization
Add Message to Ticket
Update Ticket
Create Person
Find Person
Ready to use CRM.io and Deskpro automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Organization
This trigger checks for newly created organizations in Deskpro on a scheduled interval (e.g., every 5 or 15 minutes).
New Person Added
This trigger automatically checks for new people (users) added to your Deskpro account on a regular schedule (e.g., every 5 or 15 minutes).
New Ticket
Checks for any new ticket created
New Task
This trigger checks for newly created tasks in Deskpro.
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
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Frequently Asked Questions
To start, connect both your CRM.io and Deskpro accounts to viaSocket. Once connected, you can set up a workflow where an event in CRM.io triggers actions in Deskpro (or vice versa).
Absolutely. You can customize how CRM.io data is recorded in Deskpro. This includes choosing which data fields go into which fields of Deskpro, setting up custom formats, and filtering out unwanted information.
The data sync between CRM.io and Deskpro 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 Deskpro. 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.
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