Connect NEXT and Radius CRM to Build Intelligent Automations

Choose a Trigger

NEXT

When this happens...

Choose an Action

Radius CRM

Automatically do this!

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

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

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!

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Frequently Asked Questions

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

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

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

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

How often does the data sync between NEXT and Radius CRM?

The data sync between NEXT and Radius CRM 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 Radius CRM?

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 Radius CRM?

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

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Radius CRM

About Radius CRM

Lead Management & CRM Software for Insurance Agents to Market to Leads, Speak to Clients, and Track Commissions, all with automation.

Learn More