Integrations Crystal Ball Goals by KeepSolid
Crystal Ball + Goals by KeepSolid

Connect Crystal Ball and Goals by KeepSolid to Build Intelligent Automations

Choose a Trigger

Crystal Ball

When this happens...

Choose an Action

Goals by KeepSolid

Automatically do this!

Enable Integrations or automations with these events of Crystal Ball and Goals by KeepSolid

Enable Integrations or automations with these events of Crystal Ball and Goals by KeepSolid

Actions

List Annotations

List Annotations

List of all available Annotations in the cluster.

Create Annotation in Crystal Ball

Create Annotation in Crystal Ball

Add an annotation in your account for an event.

Delete Annotation

Delete Annotation

Delete an annotation in your account for an event.

Change Annotation

Change Annotation

Change an annotation in your account for an event.

Request a new Action for Crystal Ball

Explore more automations built by businesses and experts

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between Crystal Ball and Goals by KeepSolid?

To start, connect both your Crystal Ball and Goals by KeepSolid accounts to viaSocket. Once connected, you can set up a workflow where an event in Crystal Ball triggers actions in Goals by KeepSolid (or vice versa).

Can we customize how data from Crystal Ball is recorded in Goals by KeepSolid?

Absolutely. You can customize how Crystal Ball data is recorded in Goals by KeepSolid. This includes choosing which data fields go into which fields of Goals by KeepSolid, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Crystal Ball and Goals by KeepSolid?

The data sync between Crystal Ball and Goals by KeepSolid 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 Crystal Ball to Goals by KeepSolid?

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 Crystal Ball and Goals by KeepSolid?

Yes, you can set conditional logic to control the flow of data between Crystal Ball and Goals by KeepSolid. 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.

Crystal Ball

About Crystal Ball

Crystal Ball is a comprehensive business intelligence and analytics platform designed to provide insights and predictive analytics for businesses. It helps organizations make data-driven decisions by offering tools for data visualization, reporting, and forecasting.

Learn More
Goals by KeepSolid

About Goals by KeepSolid

Goals by KeepSolid is a goal management platform, where you can set goals, plan strategy, involve your team, and achieve results together.

Learn More