Connect DevRev and CRM.io
Integrate DevRev with CRM.io to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular DevRev + CRM.io flows
Start from a real workflow other teams are already running.
Choose a trigger
DevRev
When this happens...
Account Created
Timeline Entry Created
Tag Updated
Tag Deleted
Tag Created
Rev Org Created
Part Updated
Part Deleted
Part Created
Group Updated
Group Member Added
Group Created
Dev User Updated
Dev User Created
Conversation Updated
Conversation Deleted
Conversation Created
AI Agent Response
Account Updated
Account Deleted
Webhook Created
Work Created
Work Updated
Work deleted
Choose an action
CRM.io
Automatically do this!
List All lists
Search List by Name
List All Tags
Search Notes
List All Companies
List All Deals
List All Pipelines
List All Products
List All Sources
List All Users
Create Contact
Find Company
Find Deal
List All lists from CRM.io when Account Created in Devrev
Use this flowSearch List by Name in CRM.io when Account Created in Devrev
Use this flowList All Tags from CRM.io when Account Created in Devrev
Use this flowSearch Notes in CRM.io when Account Created in Devrev
Use this flowList All Companies from CRM.io when Account Created in Devrev
Use this flowList All Deals from CRM.io when Account Created in Devrev
Use this flowList All Pipelines from CRM.io when Account Created in Devrev
Use this flowList All Products from CRM.io when Account Created in Devrev
Use this flowList All Sources from CRM.io when Account Created in Devrev
Use this flowList All Users from CRM.io when Account Created in Devrev
Use this flowSupported Triggers & Actions
Everything you can automate between DevRev and CRM.io.
When this happensTriggers
A trigger is an event that starts a workflow.
Account Created
Trigger when a new Account is created.
Timeline Entry Created
Trigger when a new Timeline Entry Created.
Tag Updated
Trigger when a new Tag Updated.
Tag Deleted
Trigger when a Tag Deleted.
Tag Created
Trigger when a new Tag Created.
Rev Org Created
Trigger when a new Rev Org Created.
Do thisActions
Action is the task that follows automatically within your DevRev integrations.
Update Dev User
Updates the user corresponding to the input ID.
List Dev Users
Lists users within your organization.
List Parts
Lists a collection of parts
Get specific Part
Gets a part’s information.
Search Parts by Type
Lists a collection of parts by Type.
Update Part
Updates a part’s information.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About DevRev
DevRev is an AI-powered platform designed to streamline and enhance the software development and customer relationship management processes. It integrates development and customer support, enabling teams to efficiently manage product development, track issues, and improve customer interactions through AI-driven insights and automation.
Learn more
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 moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your DevRev and CRM.io accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between DevRev and CRM.io as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach CRM.io. No coding required.
Yes. You can set up a workflow where DevRev triggers actions in CRM.io, and a separate workflow where CRM.io triggers actions in DevRev. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between DevRev and CRM.io. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire DevRev and CRM.io integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
