Enable Integrations or automations with these events of CRM.io and Zencal
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 Zencal accounts to viaSocket. Once connected, you can set up a workflow where an event in CRM.io triggers actions in Zencal (or vice versa).
Absolutely. You can customize how CRM.io data is recorded in Zencal. This includes choosing which data fields go into which fields of Zencal, setting up custom formats, and filtering out unwanted information.
The data sync between CRM.io and Zencal 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 Zencal. 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 MoreZencal is a streamlined scheduling and booking platform designed to simplify appointment management and enhance productivity. Ideal for professionals and businesses, it offers seamless calendar integration and user-friendly features to optimize your scheduling process.
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