Connect Harvestr and Radius CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New User
New Company
Company Updated
New Discoveries
New Messages
Choose an Action
Automatically do this!
- Request a new Action for Radius CRM
Enable Integrations or automations with these events of Harvestr and Radius CRM
Enable Integrations or automations with these events of Harvestr and Radius CRM
Triggers
New User
Triggers when a new user created.
New Company
Tiggers when a new company Cretaed.
Company Updated
Triggers when a new Company Update.
New Discoveries
Tiggers when a new discoveries created.
New Messages
Tiggera when a new message Cretaed.
Actions
Create Message
Creates a new message in your inbox.
Create Company
Create a new Company.
List Users
List all users.
List Companies
List all companies
List Components
List all components
List Discoveries
List all discoveries
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Frequently Asked Questions
To start, connect both your Harvestr and Radius CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Harvestr triggers actions in Radius CRM (or vice versa).
Absolutely. You can customize how Harvestr data is recorded in Radius CRM. This includes choosing which data fields go into which fields of Radius CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Harvestr and Radius 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 Harvestr and Radius 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 Harvestr
Harvestr is a product management tool that lets you centralize user feedback, prioritize features and communicate on your roadmap.
Learn MoreAbout Radius CRM
Lead Management & CRM Software for Insurance Agents to Market to Leads, Speak to Clients, and Track Commissions, all with automation.
Learn More
