Connect Domo and CRM In Cloud to Build Intelligent Automations
Choose a Trigger
When this happens...
New Card Created
New Task Created
New Project Created
Choose an Action
Automatically do this!
- Request a new Action for CRM In Cloud
Enable Integrations or automations with these events of Domo and CRM In Cloud
Enable Integrations or automations with these events of Domo and CRM In Cloud
Triggers
New Card Created
Runs when a new card is created in Domo.
New Task Created
Runs when a new task is created in Domo.
New Project Created
Runs when a new project is created.
Actions
Create List
Creates a new list in a Domo project with a specified name and type, and an optional order.
Update List
Updates an existing list in Domo with a new name, type, or position.
Create Group
Creates a new Domo group with the name you provide.
Create Project
Creates a new project in Domo with a name, team members, public/private setting, description, and due date.
Update Project
Update an existing Domo project’s name, description, or public/private setting.
Create User
Creates a new Domo user with role and contact details, and optionally sends an invitation email.
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Frequently Asked Questions
To start, connect both your Domo and CRM In Cloud accounts to viaSocket. Once connected, you can set up a workflow where an event in Domo triggers actions in CRM In Cloud (or vice versa).
Absolutely. You can customize how Domo 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.
The data sync between Domo and CRM In Cloud 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 Domo 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.
About Domo
Domo is a cloud-based business intelligence platform that provides data visualization, analytics, and reporting tools to help organizations make data-driven decisions.
Learn MoreAbout 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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