Connect CRM.io and sendy to Build Intelligent Automations

Choose a Trigger

CRM.io

When this happens...

Choose an Action

sendy

Automatically do this!

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

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

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 sendy?

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

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

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

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

The data sync between CRM.io and sendy 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 sendy?

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 sendy?

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

About sendy

Sendy is a self hosted email newsletter application that lets you send newsletters via Amazon Simple Email Service (SES).

Learn More