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IntegrationsProductive.ioCRM.io
Productive.io + CRM.io

Connect Productive.io and CRM.io to Build Intelligent Automations

Choose a Trigger

Productive.io

When this happens...

Choose an Action

CRM.io

Automatically do this!

Ready to use Productive.io and CRM.io automations

Explore more automations built by businesses and experts

Automate Instagram Comment Replies with Smart DMs

trigger
When
Default app icon
Instagram for Business
Instant Trigger
Do
getRandomCommentReplyFunction
cmntp4d3SwSR
IF
    • text is ai
      Workflow step icon
      ReplytoComment
      Workflow step icon
      Send a Private Reply
      Add Step
    • Is guide comment
      Workflow step icon
      ReplytoComment Guide
      Workflow step icon
      Send a Private Reply Guide
      Add Step
    • multi keyword match
      cmntdqJzLMYS
      Workflow step icon
      ReplytoCommentMultiKeyword
      Add Step
Continue from here
View Template

Automate Expense Report Approvals via Slack & QuickBooks

trigger
app icon
app icon
app icon
app icon
When
Default app icon
Google Forms
Runs Every 15 Minutes
Do
Workflow step icon
Send for Approval
IF
    • Send for Approval accept
      Workflow step icon
      Create Entry of expenses
      Add Step
    • Send for reject
      Workflow step icon
      Mail for Rejection
      Add Step
Continue from here
Workflow step icon
Add Expense Details
View Template

Automate Instagram DM Replies, Reactions, and Team Alerts

trigger
app icon
app icon
When
Default app icon
Instagram for Business
Instant Trigger
Do
convertTimestampToIST_Message_Time
Workflow step icon
Give Prompt and Get Structured Response
IF
    • has response
      Workflow step icon
      SendDMMessage
      Add Step
    • Notify team
      Workflow step icon
      SendMail
      Add Step
    • has react
      Workflow step icon
      SendDMMessage React
      Add Step
Continue from here
View Template

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Task

New Task

New task created.

New Task Updated

New Task Updated

New task updated

New Invoice

New Invoice

Trigger when new invoice is created

Invoice Updated

Invoice Updated

Trigger when new invoice is created

New deal

New deal

Trigger when new deal is created.

Updated Deal

Updated Deal

Trigger when new deal is updated.

Do thisActions

Action is the task that follows automatically within your Productive.io integrations.

Create Company

Create Company

Creates company

Create Booking

Create Booking

Creates a new booking.

Create Project

Create Project

Create a new project.

Create Contact

Create Contact

Creates contact.

Find Company

Find Company

Finds an existing company by company name

Find User

Find User

Finds an existing user by email

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 Productive.io and CRM.io?

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

Can we customize how data from Productive.io is recorded in CRM.io?

Absolutely. You can customize how Productive.io 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.

How often does the data sync between Productive.io and CRM.io?

The data sync between Productive.io and CRM.io 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 Productive.io to CRM.io?

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 Productive.io and CRM.io?

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

Productive.io

About Productive.io

Productive is a project management tool that includes everything you need to run a profitable agency.

Project Management
Learn More
CRM.io

About 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.

CRM (Customer Relationship Management)Sales & CRM
Learn More

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