IntegrationsCRM.ioisms.online
CRM.io + isms.online

Connect CRM.io and isms.online to Build Intelligent Automations

Choose a Trigger

CRM.io

When this happens...

Choose an Action

isms.online

Automatically do this!

Enable Integrations or automations with these events of CRM.io and isms.online

Enable Integrations or automations with these events of CRM.io and isms.online

Actions

List All lists

List All lists

Retrieves the detail of all lists

Search List by Name

Search List by Name

Retrieves the detail of lists by name

List All Tags

List All Tags

Retrieves the detail of all tags

Search Notes

Search Notes

Retrieve notes for a contact by email.

List All Companies

List All Companies

Retrieves the detail of all companies

List All Deals

List All Deals

Retrieves the detail of all deals

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Frequently Asked Questions

How do I start an integration between CRM.io and isms.online?

To start, connect both your CRM.io and isms.online accounts to viaSocket. Once connected, you can set up a workflow where an event in CRM.io triggers actions in isms.online (or vice versa).

Can we customize how data from CRM.io is recorded in isms.online?

Absolutely. You can customize how CRM.io data is recorded in isms.online. This includes choosing which data fields go into which fields of isms.online, setting up custom formats, and filtering out unwanted information.

How often does the data sync between CRM.io and isms.online?

The data sync between CRM.io and isms.online typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from CRM.io to isms.online?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between CRM.io and isms.online?

Yes, you can set conditional logic to control the flow of data between CRM.io and isms.online. 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.

CRM.io

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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isms.online

About isms.online

ISMS.online is a cloud-based compliance management platform that helps businesses manage information security, privacy, and regulatory compliance. It simplifies the process of maintaining standards like ISO 27001 and GDPR through tools for risk assessments, policy management, and auditing. The platform provides centralized control, real-time updates, and automated workflows to ensure ongoing compliance and streamline security processes.

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