Integrations Discourse CRM In Cloud
Discourse + CRM In Cloud

Connect Discourse and CRM In Cloud to Build Intelligent Automations

Choose a Trigger

Discourse

When this happens...

Choose an Action

CRM In Cloud

Automatically do this!

Enable Integrations or automations with these events of Discourse and CRM In Cloud

Enable Integrations or automations with these events of Discourse and CRM In Cloud

Triggers

Fetch New Posts

Fetch New Posts

Retrieve posts created on the Discourse forum since the specified recent time (returns posts from the last N minutes).

Request a new Trigger for Discourse

Actions

Create Post

Create Post

Add a post to Discourse — reply to an existing topic or start a new topic with a title and category.

Create Discourse User

Create Discourse User

Create a new Discourse user account with name, email, username, and password. Optionally activate and approve the account; returns confirmation or activation instructions.

Request a new Action for Discourse

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Frequently Asked Questions

How do I start an integration between Discourse and CRM In Cloud?

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

Can we customize how data from Discourse is recorded in CRM In Cloud?

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

How often does the data sync between Discourse and CRM In Cloud?

The data sync between Discourse and CRM In Cloud 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 Discourse to CRM In Cloud?

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 Discourse and CRM In Cloud?

Yes, you can set conditional logic to control the flow of data between Discourse and CRM In Cloud. 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.

Discourse

About Discourse

Discourse is a modern forum solution that facilitates community discussions, Q&A, and social interactions. It offers a range of features including real-time notifications, moderation tools, and customizable themes to enhance user engagement.

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CRM In Cloud

About CRM In Cloud

CRM in Cloud offers contact management, marketing automation, quote generation, analytics, telephony integration, sales force management with a modern and easy to use interface.

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