Connect Flodesk and ATZ CRM to Build Intelligent Automations

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Flodesk

When this happens...

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ATZ CRM

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

A new subscriber created

A new subscriber created

Triggers when a new subscriber is created.

A new subscriber added to specific segment

A new subscriber added to specific segment

Trigger when a new subscriber added to a segment.

Subscriber Unsubscribed

Subscriber Unsubscribed

Triggers when a subscriber is unsubscribed.

Add contact

Add contact

Add a new contact to ATZ CRM.

Add candidate

Add candidate

Create a candidate profile in ATZ CRM for tracking and follow-up.

Update Candidate

Update Candidate

Update a candidate's details in ATZ CRM.

Do thisActions

Action is the task that follows automatically within your Flodesk integrations.

Remove the subscriber from segments

Remove the subscriber from segments

Remove subscriber from a specific segments.

Add the subscriber to segments

Add the subscriber to segments

Add an subscriber to the specific segments.

Find a subscriber

Find a subscriber

Find a subscriber by its email address or id.

Unsubscribe Subscriber

Unsubscribe Subscriber

Unsubscribe a subscriber.

Create/Update Subscriber

Create/Update Subscriber

Creates a new subscriber or updates an existing one.

List all subscribers

List all subscribers

Retrieve all the details of subscribers.

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Frequently Asked Questions

How do I start an integration between Flodesk and ATZ CRM?

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

Can we customize how data from Flodesk is recorded in ATZ CRM?

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

How often does the data sync between Flodesk and ATZ CRM?

The data sync between Flodesk and ATZ CRM 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 Flodesk to ATZ CRM?

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 Flodesk and ATZ CRM?

Yes, you can set conditional logic to control the flow of data between Flodesk and ATZ CRM. 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.

Flodesk

About Flodesk

Flowdesk is a comprehensive platform designed to streamline operations and enhance productivity for businesses. It offers a suite of tools for project management, workflow automation, and team collaboration, helping organizations to efficiently manage projects and tasks.

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ATZ CRM

About ATZ CRM

ATZ CRM is a comprehensive customer relationship management platform designed to streamline your sales and customer service processes. It offers tools for managing contacts, tracking sales, and enhancing customer interactions, making it ideal for businesses looking to improve their customer engagement and sales efficiency.

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