Connect NetHunt CRM and Microsoft Viva Goals to Build Intelligent Automations
Choose a Trigger
When this happens...
New Record
New Comment
New Call Logs
Updated Record
Choose an Action
Automatically do this!
- Request a new Action for Microsoft Viva Goals
Enable Integrations or automations with these events of NetHunt CRM and Microsoft Viva Goals
Enable Integrations or automations with these events of NetHunt CRM and Microsoft Viva Goals
Triggers
New Record
Trigger when a new record created.
New Comment
Trigger when new comment is created.
New Call Logs
Trigger when new call logs created.
Updated Record
Trigger when record updated.
Actions
Create Record
Create a new record
Update Record
Update a record
Delete Record
Delete a record
Create Comment
Create a new record comment
Find Record
Find records by ID or text query
Link Gmail Thread
This action Add a Gmail thread to a record.
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- 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 NetHunt CRM and Microsoft Viva Goals accounts to viaSocket. Once connected, you can set up a workflow where an event in NetHunt CRM triggers actions in Microsoft Viva Goals (or vice versa).
Absolutely. You can customize how NetHunt CRM data is recorded in Microsoft Viva Goals. This includes choosing which data fields go into which fields of Microsoft Viva Goals, setting up custom formats, and filtering out unwanted information.
The data sync between NetHunt CRM and Microsoft Viva Goals 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 NetHunt CRM and Microsoft Viva Goals. 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 NetHunt CRM
NetHunt CRM is a customer relationship management system for Gmail and Google Apps.
Learn MoreAbout Microsoft Viva Goals
Microsoft Viva Goals is a goal-setting and OKR management solution that aligns teams to your organization’s priorities, driving results and a thriving business.
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