Connect Monetizze and CRM.io to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Monetizze
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
Enable Integrations or automations with these events of Monetizze and CRM.io
Enable Integrations or automations with these events of Monetizze and CRM.io
Actions
Search Transactions
Get all transactions, filtering by product, sales code (transaction), sale start date, completion date, status, payment method with the possibility of paginating the results.
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.
List All Companies
Retrieves the detail of all companies
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Frequently Asked Questions
To start, connect both your Monetizze and CRM.io accounts to viaSocket. Once connected, you can set up a workflow where an event in Monetizze triggers actions in CRM.io (or vice versa).
Absolutely. You can customize how Monetizze 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 Monetizze 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 Monetizze 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 Monetizze
Monetizze is a versatile payment platform that also integrates affiliate marketing. It allows users to become either product creators or affiliates, enabling the sale of digital and physical products. With Monetizze, you can manage your payments, subscriptions, and affiliate relationships in one place, making it ideal for businesses looking to sell info products, physical items, or run affiliate programs.
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.
Learn More
