Connect Samsara and CRM.io to Build Intelligent Automations

Choose a Trigger

Samsara

When this happens...

Choose an Action

CRM.io

Automatically do this!

Enable Integrations or automations with these events of Samsara and CRM.io

Enable Integrations or automations with these events of Samsara and CRM.io

Actions

Create contact

Create contact

Create a new contact.

Delete a contact

Delete a contact

Remove a contact from your account.

Create an address

Create an address

Create an address in Samsara with optional geofence, contacts, tags, and notes.

Create a route

Create a route

Create a new route and add stops with locations.

Create Samsara document

Create Samsara document

Create a Samsara fleet document with driver, vehicle, notes, and custom form fields.

Create driver

Create driver

Create a new driver profile in Samsara

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Frequently Asked Questions

How do I start an integration between Samsara and CRM.io?

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

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

Absolutely. You can customize how Samsara 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 Samsara and CRM.io?

The data sync between Samsara 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 Samsara 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 Samsara and CRM.io?

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

Samsara

About Samsara

Samsara is a cloud-connected sensor data platform for connected operations.

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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.

Learn More