Connect Memory and CRM Connector to Build Intelligent Automations

Choose a Trigger

Memory

When this happens...

Choose an Action

CRM Connector

Automatically do this!

Enable Integrations or automations with these events of Memory and CRM Connector

Enable Integrations or automations with these events of Memory and CRM Connector

Actions

Create a record

Create a record

Add a new record to Memory or update an existing one.

Find record

Find record

Find items by ID or matching fields.

Update a record

Update a record

Modify specific records using the Update by ID action. This allows you to directly update a particular entry in your MongoDB storage by its unique identifier, ensuring precise changes to your stored data.

Delete record by Id

Delete record by Id

Maintain an organized and efficient workflow by removing unnecessary data with the Delete action. This allows you to securely delete obsolete records, optimizing your storage for active and relevant information.

Create or update record

Create or update record

Create a new entry or update an existing entry in your Memory vault.

Get all records

Get all records

Get documents from Memory.

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Frequently Asked Questions

How do I start an integration between Memory and CRM Connector?

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

Can we customize how data from Memory is recorded in CRM Connector?

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

How often does the data sync between Memory and CRM Connector?

The data sync between Memory and CRM Connector 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 Memory to CRM Connector?

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 Memory and CRM Connector?

Yes, you can set conditional logic to control the flow of data between Memory and CRM Connector. 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.

Memory

About Memory

A seamless, secure vault for your crucial data. The "Memory" integration offers MongoDB-based storage, enabling Create, Read, Update, and Delete operations. Effortlessly manage and safeguard your data within your automation flows, ensuring easy access and precise control throughout the process.

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CRM Connector

About CRM Connector

CRM Connector is a cloud based CRM and marketing automation platform offering robust automation and sales tools for small to medium sized businesses worldwide.

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