Integrations CRM.io Zenvia Conversion
CRM.io + Zenvia Conversion

Connect CRM.io and Zenvia Conversion to Build Intelligent Automations

Choose a Trigger

CRM.io

When this happens...

Choose an Action

Zenvia Conversion

Automatically do this!

Enable Integrations or automations with these events of CRM.io and Zenvia Conversion

Enable Integrations or automations with these events of CRM.io and Zenvia Conversion

Actions

List All lists

List All lists

Retrieves the detail of all lists

Search List by Name

Search List by Name

Retrieves the detail of lists by name

List All Tags

List All Tags

Retrieves the detail of all tags

Search Notes

Search Notes

Retrieve notes for a contact by email.

List All Companies

List All Companies

Retrieves the detail of all companies

List All Deals

List All Deals

Retrieves the detail of all deals

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Frequently Asked Questions

How do I start an integration between CRM.io and Zenvia Conversion?

To start, connect both your CRM.io and Zenvia Conversion accounts to viaSocket. Once connected, you can set up a workflow where an event in CRM.io triggers actions in Zenvia Conversion (or vice versa).

Can we customize how data from CRM.io is recorded in Zenvia Conversion?

Absolutely. You can customize how CRM.io data is recorded in Zenvia Conversion. This includes choosing which data fields go into which fields of Zenvia Conversion, setting up custom formats, and filtering out unwanted information.

How often does the data sync between CRM.io and Zenvia Conversion?

The data sync between CRM.io and Zenvia Conversion typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from CRM.io to Zenvia Conversion?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between CRM.io and Zenvia Conversion?

Yes, you can set conditional logic to control the flow of data between CRM.io and Zenvia Conversion. 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

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.

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Zenvia Conversion

About Zenvia Conversion

Zenvia Conversion helps you respond to WhatsApp, Instagram and Facebook Messenger through a centralized account and transform your sales processes in the messaging era.

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