Connect Runn and ATZ CRM to Build Intelligent Automations

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Runn

When this happens...

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ATZ CRM

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Add contact

Add contact

Add a new contact to ATZ CRM.

Add candidate

Add candidate

Create a candidate profile in ATZ CRM for tracking and follow-up.

Update Candidate

Update Candidate

Update a candidate's details in ATZ CRM.

Delete candidate

Delete candidate

Remove a candidate record from ATZ CRM.

Contact Deleted

Contact Deleted

Triggered when a contact is deleted from ATZ CRM.

Update Contact

Update Contact

Add a new contact or update an existing contact in ATZ CRM.

Do thisActions

Action is the task that follows automatically within your Runn integrations.

Create project

Create project

Create a new Runn project for the chosen client, with optional budget, team, and rate settings.

Create client

Create client

Create a new client in Runn using a name and optional website.

Create Person

Create Person

Add a person to Runn so they can be assigned a role, team, and schedule.

Create role

Create role

Create a new role in Runn to assign to people and projects.

Create skill

Create skill

Add a new skill to Runn so you can assign and track expertise.

Assign person to project

Assign person to project

Add a person to a project for selected dates with daily time, role, and billable status.

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Frequently Asked Questions

How do I start an integration between Runn and ATZ CRM?

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

Can we customize how data from Runn is recorded in ATZ CRM?

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

How often does the data sync between Runn and ATZ CRM?

The data sync between Runn and ATZ 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 Runn to ATZ 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 Runn and ATZ CRM?

Yes, you can set conditional logic to control the flow of data between Runn and ATZ 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.

Runn

About Runn

Runn is a powerful tool designed to streamline project management and resource planning. It offers intuitive features for scheduling, tracking, and forecasting, making it ideal for teams looking to optimize their workflow and resource allocation.

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ATZ CRM

About ATZ CRM

ATZ CRM is a comprehensive customer relationship management platform designed to streamline your sales and customer service processes. It offers tools for managing contacts, tracking sales, and enhancing customer interactions, making it ideal for businesses looking to improve their customer engagement and sales efficiency.

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