Connect Looker Studio and crm messaging to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Looker Studio
Choose an Action
Automatically do this!
- Request a new Action for crm messaging
Enable Integrations or automations with these events of Looker Studio and crm messaging
Enable Integrations or automations with these events of Looker Studio and crm messaging
Actions
Search Asset
Search a user's Looker Studio assets.
List Asset Permissions
Retrieves a list of permissions for a given Looker Studio asset.
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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
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Frequently Asked Questions
To start, connect both your Looker Studio and crm messaging accounts to viaSocket. Once connected, you can set up a workflow where an event in Looker Studio triggers actions in crm messaging (or vice versa).
Absolutely. You can customize how Looker Studio data is recorded in crm messaging. This includes choosing which data fields go into which fields of crm messaging, setting up custom formats, and filtering out unwanted information.
The data sync between Looker Studio and crm messaging 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 Looker Studio and crm messaging. 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 Looker Studio
Looker is a powerful business intelligence and data analytics platform that helps organizations explore, analyze, and share real-time business insights. It provides a user-friendly interface for creating data-driven reports and dashboards, enabling data teams to collaborate effectively and make informed decisions.
Learn MoreAbout crm messaging
CRM Messaging is a platform for sending text messages on popular channels.
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