Connect CRM.io and toflow.ai
Integrate CRM.io with toflow.ai to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List All lists from CRM.io when When new tasks are created in toflow.ai
Search List by Name in CRM.io when When new tasks are created in toflow.ai
List All Tags from CRM.io when When new tasks are created in toflow.ai
Search Notes in CRM.io when When new tasks are created in toflow.ai
List All Companies from CRM.io when When new tasks are created in toflow.ai
Popular CRM.io + toflow.ai flows
Start from a real workflow other teams are already running.
Choose a trigger
CRM.io
When this happens...
- Request a new Trigger for CRM.io
Choose an action
toflow.ai
Automatically do this!
Create List
Get Lists
Delete List
List Companies
Delete Company
Create Person
Update Person
Create Note
Find Tasks
Delete Task
Find Notes
List Deals
Create Deal
Delete Deal
Send Email
Get Filtered Emails
List All lists from CRM.io when When new tasks are created in toflow.ai
Use this flowSearch List by Name in CRM.io when When new tasks are created in toflow.ai
Use this flowList All Tags from CRM.io when When new tasks are created in toflow.ai
Use this flowSearch Notes in CRM.io when When new tasks are created in toflow.ai
Use this flowList All Companies from CRM.io when When new tasks are created in toflow.ai
Use this flowList All Deals from CRM.io when When new tasks are created in toflow.ai
Use this flowList All Pipelines from CRM.io when When new tasks are created in toflow.ai
Use this flowList All Products from CRM.io when When new tasks are created in toflow.ai
Use this flowList All Sources from CRM.io when When new tasks are created in toflow.ai
Use this flowList All Users from CRM.io when When new tasks are created in toflow.ai
Use this flowSupported Triggers & Actions
Everything you can automate between CRM.io and toflow.ai.
When this happensTriggers
A trigger is an event that starts a workflow.
When new tasks are created
Runs the workflow automatically whenever new tasks are created in the account.
When a new company is added
Runs the workflow automatically whenever a new company is added to the account.
When a person is created
Runs the workflow automatically whenever a new person is created in the account.
When a new deal is created
Runs the workflow automatically whenever a new deal is added to the account.
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
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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 moreSimilar apps
About toflow.ai
AI-native multi-channel outreach platform for B2B sales teams to find leads, enrich contacts, and run personalized campaigns across email, LinkedIn, and WhatsApp with AI.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your CRM.io and toflow.ai accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between CRM.io and toflow.ai as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach toflow.ai. No coding required.
Yes. You can set up a workflow where CRM.io triggers actions in toflow.ai, and a separate workflow where toflow.ai triggers actions in CRM.io. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between CRM.io and toflow.ai. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire CRM.io and toflow.ai integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
