Connect CRM.io and Speak AI to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for CRM.io
Choose an Action
Automatically do this!
Run Magic Prompt
Create Text Note
Create Folder
Create User
Create Embed
Schedule Event
Ready to use CRM.io and Speak AI automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Text Created
Triggers when a new text is created.
Media Created
Triggers when media is created.
Text Analyzed
Triggers when an existing text is analyzed.
Text Failed
Triggers when text is failed.
Embedded Recorder Created
Triggers when embedded recorder is created..
Media Analyzed
Triggers when media is analyzed.
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 Speak AI accounts to viaSocket. Once connected, you can set up a workflow where an event in CRM.io triggers actions in Speak AI (or vice versa).
Absolutely. You can customize how CRM.io data is recorded in Speak AI. This includes choosing which data fields go into which fields of Speak AI, setting up custom formats, and filtering out unwanted information.
The data sync between CRM.io and Speak AI 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 Speak AI. 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 Speak AI
Speak Ai is a tool to analyze audio and video to get insights extraction and transcriptions.
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