
When this happens...

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
Enable Integrations or automations with these events of Runn and CRM.io
Create a new Runn project for the chosen client, with optional budget, team, and rate settings.
Create a new client in Runn using a name and optional website.
Add a person to Runn so they can be assigned a role, team, and schedule.
Create a new role in Runn to assign to people and projects.
Add a new skill to Runn so you can assign and track expertise.
Add a person to a project for selected dates with daily time, role, and billable status.

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