Connect Giftbit and Evolved Metrics CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Giftbit
Choose an Action
Automatically do this!
- Request a new Action for Evolved Metrics CRM
Enable Integrations or automations with these events of Giftbit and Evolved Metrics CRM
Enable Integrations or automations with these events of Giftbit and Evolved Metrics CRM
Actions
Send Reward
Create and send a digital gift card to a recipient using a Giftbit template.
Create Direct Link Reward
Generate one or more direct gift-card reward links for a specified amount and region; returns the created links and their details.
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- text is aiReplytoCommentSend a Private ReplyAdd Step
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Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
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Automate Social Media Post Creation and Scheduling Across Multiple Platforms
- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
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- TwitterTwitter TweetPost a TweetAdd Step
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Frequently Asked Questions
To start, connect both your Giftbit and Evolved Metrics CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Giftbit triggers actions in Evolved Metrics CRM (or vice versa).
Absolutely. You can customize how Giftbit data is recorded in Evolved Metrics CRM. This includes choosing which data fields go into which fields of Evolved Metrics CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Giftbit and Evolved Metrics CRM 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 Giftbit and Evolved Metrics 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.
About Evolved Metrics CRM
An upgrade from a spreadsheet, CRM will help you organize your sales process so that you can focus on what matters most, building relationships with your customers.
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