Connect ProofHub and CRM.io to Build Intelligent Automations
Choose a Trigger
When this happens...
New Discussion Or Topic Created
New Task Added
Task or Subtask Updated
New Project Is Created
Project Updated
New Person Is Added
Person Is Updated
New Todo List Is Created
New Event Or Milestone Is Created
Event Or Milestone Is Updated
New Notebook Is Created
New Note Created
Note Is Updated
New Timesheet Entry Is Created
New Announcement Created
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 ProofHub and CRM.io automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Discussion Or Topic Created
Runs when new discussion or topic is created
New Task Added
Runs when a new task is added to a project in ProofHub.
Task or Subtask Updated
Runs when a task or subtask is updated or marked completed in ProofHub
New Project Is Created
Runs when New Project Is Created
Project Updated
Runs when a project is updated
New Person Is Added
Runs when New Person Is Added
Do thisActions
Action is the task that follows automatically within your ProofHub integrations.
Create Task
Creates a new task in a specified project.
Create Project
Creates a new project in ProofHub.
Create Comment
Add a comment to a project task or topic.
Update Task
Updates a task or subtask and optionally marks it as complete.
Delete Task
Deletes a task or subtask.
Create Announcement
Create an announcement to notify selected users now or at a scheduled time.
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Frequently Asked Questions
To start, connect both your ProofHub and CRM.io accounts to viaSocket. Once connected, you can set up a workflow where an event in ProofHub triggers actions in CRM.io (or vice versa).
Absolutely. You can customize how ProofHub 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 ProofHub 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 ProofHub 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 ProofHub
ProofHub is a comprehensive project management and team collaboration tool designed to streamline workflows, enhance productivity, and facilitate seamless communication among team members. It offers features such as task management, time tracking, file sharing, and project planning, making it ideal for teams of all sizes.
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.
Learn More
