Connect Gtwy and CRM.io to Build Intelligent Automations
Choose a Trigger
When this happens...
Alert On Error
Alert On Missing Variables
Alert On Fallback
Choose an Action
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
Ready to use Gtwy and CRM.io automations
Explore more automations built by businesses and experts
Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Alert On Error
This will trigger the flow when your bridge gives error.
Alert On Missing Variables
Get alerts if variables go missing in all or specific bridge.
Alert On Fallback
This will trigger an alert when the fallback mechanism is activated due to a failure in the primary process.
Do thisActions
Action is the task that follows automatically within your Gtwy integrations.
Talk to AI
This action will send your message to AI. Configure you bridge [https://ai.walkover.in]()
Chat with Agent
Send a message to a chosen AI agent and receive the agent's reply, cost estimate, model used, and related response details.
List All lists
Retrieves the detail of all lists
Search List by Name
Retrieves the detail of lists by name
List All Tags
Retrieves the detail of all tags
Search Notes
Retrieve notes for a contact by email.
Know More About Gtwy and Crmio Integrations
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Frequently Asked Questions
To start, connect both your Gtwy and CRM.io accounts to viaSocket. Once connected, you can set up a workflow where an event in Gtwy triggers actions in CRM.io (or vice versa).
Absolutely. You can customize how Gtwy data is recorded in CRM.io. This includes choosing which data fields go into which fields of CRM.io, setting up custom formats, and filtering out unwanted information.
The data sync between Gtwy and CRM.io 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 Gtwy and CRM.io. 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 Gtwy
AI Middleware is a platform designed to facilitate seamless integration and interaction between artificial intelligence systems and other software applications. It acts as an intermediary layer that simplifies the communication and data exchange processes, enabling developers to build more efficient and scalable AI-driven solutions.
Learn MoreAbout 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.
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