Connect Needle and KarmaCRM to Build Intelligent Automations

Choose a Trigger

Needle

When this happens...

Choose an Action

KarmaCRM

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

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.

Request a new Trigger for Needle

Do thisActions

Action is the task that follows automatically within your Needle integrations.

Create Collection

Create Collection

Create a new Collection.

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.

Create Deal

Create Deal

Creates new deal.

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Frequently Asked Questions

How do I start an integration between Needle and KarmaCRM?

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

Can we customize how data from Needle is recorded in KarmaCRM?

Absolutely. You can customize how Needle 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 Needle and KarmaCRM?

The data sync between Needle 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 Needle 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 Needle and KarmaCRM?

Yes, you can set conditional logic to control the flow of data between Needle 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.

Needle

About Needle

Needle is an advanced AI-driven platform designed to enhance business operations through intelligent automation and data-driven insights. It leverages cutting-edge artificial intelligence technologies to streamline processes, improve decision-making, and drive efficiency across various business functions.

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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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