Connect Planado and Evolved Metrics CRM to Build Intelligent Automations
Enable Integrations or automations with these events of Planado and Evolved Metrics CRM
Enable Integrations or automations with these events of Planado and Evolved Metrics CRM
Actions
Create Job
Create a new job assignment for a field worker
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Frequently Asked Questions
To start, connect both your Planado and Evolved Metrics CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Planado triggers actions in Evolved Metrics CRM (or vice versa).
Absolutely. You can customize how Planado data is recorded in Evolved Metrics CRM. This includes choosing which data fields go into which fields of Evolved Metrics CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Planado and Evolved Metrics CRM 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 Planado and Evolved Metrics 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.
About Planado
Planado is a cloud service for the company’s fieldwork management and performance quality control of mobile workers
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About Evolved Metrics CRM
An upgrade from a spreadsheet, CRM will help you organize your sales process so that you can focus on what matters most, building relationships with your customers.
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