Connect NEXT and CRM Connector to Build Intelligent Automations

Choose a Trigger

NEXT

When this happens...

Choose an Action

CRM Connector

Automatically do this!

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

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

Actions

Find Account

Find Account

Find an account in Next

Create a New Account

Create a New Account

Creates a new account in next.

Create Highlight

Create Highlight

Create a highlight

Create Recording

Create Recording

Create a recording in Next

Request a new Action for NEXT

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

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

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

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

Absolutely. You can customize how NEXT 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 NEXT and CRM Connector?

The data sync between NEXT 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 NEXT 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 NEXT and CRM Connector?

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

NEXT

About NEXT

Next is a cutting-edge platform designed to streamline your workflow and enhance productivity. With a focus on seamless integration and user-friendly features, Next empowers teams to collaborate efficiently and achieve their goals.

Learn More
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.

Learn More