Connect Hedy AI and KarmaCRM to Build Intelligent Automations

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Hedy AI

When this happens...

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KarmaCRM

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Highlight Created

New Highlight Created

runs when New Highlight Created

Session Ends

Session Ends

runs when Session Ends

Company Created

Company Created

Triggers when a new company is created.

New Contact Created

New Contact Created

Triggers when a new contact is created.

Contact Updated

Contact Updated

Triggers when a contact is updated.

New Deal Created

New Deal Created

Triggers when a new deal is created.

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Do thisActions

Action is the task that follows automatically within your Hedy AI integrations.

Get Session Details

Get Session Details

Get a session's details, including transcript, conversation and meeting minutes

Get Highlight Details

Get Highlight Details

Get a highlight's original quote, cleaned quote, and AI insights.

List All Companies

List All Companies

Retrieve the list of all companies

List All Contacts

List All Contacts

Retrieve the list of all contacts

Create Company

Create Company

Creates new company.

Create Contact

Create Contact

Creates a new contact.

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Frequently Asked Questions

How do I start an integration between Hedy AI and KarmaCRM?

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

Can we customize how data from Hedy AI is recorded in KarmaCRM?

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

How often does the data sync between Hedy AI and KarmaCRM?

The data sync between Hedy AI and KarmaCRM 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 Hedy AI to KarmaCRM?

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 Hedy AI and KarmaCRM?

Yes, you can set conditional logic to control the flow of data between Hedy AI and KarmaCRM. 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.

Hedy AI

About Hedy AI

Hedy AI is a cutting-edge platform that leverages artificial intelligence to enhance productivity and streamline workflows. It offers innovative solutions for automating tasks, improving decision-making, and optimizing business processes.

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KarmaCRM

About KarmaCRM

KarmaCRM is a simple CRM that helps you nurture personalized relationships at scale by connecting your email, calendar and team to bring all your data into a single place.

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