Connect Runo CRM and Connecteam to Build Intelligent Automations

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Runo CRM

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New User

New User

Triggers when a new user is created.

User Updated

User Updated

Triggers when an existing user updated.

User Archived

User Archived

Triggers when user was archived in the system.

User Restored Archived

User Restored Archived

Triggers when user was restored from archived .

User Deleted

User Deleted

Triggers when an existing user deleted.

User Promoted

User Promoted

Triggers when an existing user was promoted from 'user' to 'admin'.

Request a new Trigger for Runo CRM

Do thisActions

Action is the task that follows automatically within your Runo CRM integrations.

Create Allocation

Create Allocation

Creates a new allocation

Get process

Get process

Retrieve all processes configured in Runo CRM.

Create User

Create User

Create a new user

Create user note

Create user note

Create new note on the profile of the specified user.

Archive users

Archive users

Archive individual or multiple users associated with the account by their unique userID.

Create jobs

Create jobs

Create a new job in a app.

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Frequently Asked Questions

How do I start an integration between Runo CRM and Connecteam?

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

Can we customize how data from Runo CRM is recorded in Connecteam?

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

How often does the data sync between Runo CRM and Connecteam?

The data sync between Runo CRM and Connecteam 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 Runo CRM to Connecteam?

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 Runo CRM and Connecteam?

Yes, you can set conditional logic to control the flow of data between Runo CRM and Connecteam. 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.

Runo CRM

About Runo CRM

Runo CRM is a calling and sales focused mobile CRM.

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Connecteam

About Connecteam

Connecteam is a comprehensive platform designed to streamline business operations by providing tools for communication, task management, scheduling, and more. It is ideal for businesses looking to enhance team collaboration and improve productivity through a centralized app.

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