
When this happens...

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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when someone unsubscribes from a webinar.
Triggers when someone subscribes to a webinar.
Triggers when a viewer passes the assessment for a webinar.
Triggers after someone watches a live or automated webinar at the scheduled time (replays and on-demand webinars are excluded).
Triggers when someone is watching a replay.
Triggers when a live viewer stops watching a webinar.
Action is the task that follows automatically within your CRM.io integrations.
Retrieves the detail of all lists
Retrieves the detail of lists by name
Retrieves the detail of all tags
Retrieve notes for a contact by email.
Retrieves the detail of all companies
Retrieves the detail of all deals

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your CRM.io and Webinargeek accounts to viaSocket. Once connected, you can set up a workflow where an event in CRM.io triggers actions in Webinargeek (or vice versa).
Absolutely. You can customize how CRM.io data is recorded in Webinargeek. This includes choosing which data fields go into which fields of Webinargeek, setting up custom formats, and filtering out unwanted information.
The data sync between CRM.io and Webinargeek 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 Webinargeek. 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 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 MoreWebinargeek is a comprehensive platform designed to facilitate the creation, management, and delivery of webinars. It offers a range of features to enhance audience engagement, track performance, and ensure seamless communication during live events. With tools for registration, interaction, and analytics, Webinargeek is ideal for businesses and educators looking to connect with their audience through webinars.
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