Connect CRM.io and Easybroker to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for CRM.io
Choose an Action
Automatically do this!
List Contacts
Create a Contact Request
Get Contact Requests
Get Property By ID
List All Collaborations
List All Property Features
List All Properties
Ready to use CRM.io and Easybroker automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Contact Is Created Or Updated
Runs when contact is new/updated
New Contact Request
Triggers when a new contact request is created in EasyBroker.
Property Created or Updated
Runs when property changes
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 Easybroker accounts to viaSocket. Once connected, you can set up a workflow where an event in CRM.io triggers actions in Easybroker (or vice versa).
Absolutely. You can customize how CRM.io data is recorded in Easybroker. This includes choosing which data fields go into which fields of Easybroker, setting up custom formats, and filtering out unwanted information.
The data sync between CRM.io and Easybroker 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 Easybroker. 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 Easybroker
The EasyBroker integration allows you to access your company's properties, register or check potential clients, among other operations.
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