Connect Polar and CRM.io to Build Intelligent Automations
Choose a Trigger
When this happens...
New Product
Product Updated
Customer Created
Customer Updated
Customer Deleted
Checkout Created
Checkout Updated
Order Created
Benefit Created
Benefit Updated
Customer State Changed
Order Paid
Order Updated
New Subscription
Subscription Updated
Subscription Canceled
Refund Created
Order Refunded
Organization Updated
Choose an Action
Automatically do this!
List All lists
Search List by Name
List All Tags
Search Notes
List All Companies
List All Deals
List All Pipelines
List All Products
List All Sources
List All Users
Create Contact
Find Company
Find Deal
Ready to use Polar and CRM.io automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Product
Triggered when a new product is created in Polar.
Product Updated
Triggers when a product is updated.
Customer Created
Triggers when a new customer is created.
Customer Updated
Trigger When customer is updated.
Customer Deleted
Triggera when a customer is deleted.
Checkout Created
Trigger when a new checkout is created.
Do thisActions
Action is the task that follows automatically within your Polar integrations.
Create a Product
Create a new product in Polar.
List All lists
Retrieves the detail of all lists
Search List by Name
Retrieves the detail of lists by name
List All Tags
Retrieves the detail of all tags
Search Notes
Retrieve notes for a contact by email.
List All Companies
Retrieves the detail of all companies
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Frequently Asked Questions
To start, connect both your Polar and CRM.io accounts to viaSocket. Once connected, you can set up a workflow where an event in Polar triggers actions in CRM.io (or vice versa).
Absolutely. You can customize how Polar data is recorded in CRM.io. This includes choosing which data fields go into which fields of CRM.io, setting up custom formats, and filtering out unwanted information.
The data sync between Polar and CRM.io 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 Polar and CRM.io. 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 Polar
Polar is a comprehensive platform designed to streamline and enhance the process of managing and analyzing data. It offers tools for data visualization, collaboration, and insights generation, making it an essential tool for businesses and teams looking to leverage data for informed decision-making.
Learn MoreAbout CRM.io
CRM.io is a comprehensive Customer Relationship Management platform designed to streamline and enhance the way businesses interact with their customers. It offers a suite of tools to manage customer data, track interactions, and automate sales processes, ensuring that businesses can maintain strong relationships with their clients and improve customer satisfaction.
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