Connect CRM.io and Veeqo to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for CRM.io
Choose an Action
Automatically do this!
Create a Customer
Get Order Details
Find Customer
Create a New Product
Find Product
Use the Built-in Integrations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Product
Triggers when a new product is added to the inventory.
New Customer
Triggers when a new customer profile is created.
New Shipped Order
Trigger when an order is shipped.
New Incomplete Purchase Order
Triggers when a new incomplete Purchase Order is created.
New Ready to Ship Order
Triggers when a new order is created with the status of "Ready to Ship".
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 Veeqo accounts to viaSocket. Once connected, you can set up a workflow where an event in CRM.io triggers actions in Veeqo (or vice versa).
Absolutely. You can customize how CRM.io data is recorded in Veeqo. This includes choosing which data fields go into which fields of Veeqo, setting up custom formats, and filtering out unwanted information.
The data sync between CRM.io and Veeqo 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 Veeqo. 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 Veeqo
Veeqo is a powerful inventory and order management software designed to help retailers streamline their operations. It integrates with various sales channels, shipping carriers, and accounting software to provide a unified platform for managing stock, orders, and deliveries.
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