Connect Samsara and Evolved Metrics CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Samsara
Choose an Action
Automatically do this!
- Request a new Action for Evolved Metrics CRM
Enable Integrations or automations with these events of Samsara and Evolved Metrics CRM
Enable Integrations or automations with these events of Samsara and Evolved Metrics CRM
Actions
Create contact
Create a new contact.
Delete a contact
Remove a contact from your account.
Create an address
Create an address in Samsara with optional geofence, contacts, tags, and notes.
Create a route
Create a new route and add stops with locations.
Create Samsara document
Create a Samsara fleet document with driver, vehicle, notes, and custom form fields.
Create driver
Create a new driver profile in Samsara
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Frequently Asked Questions
To start, connect both your Samsara and Evolved Metrics CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Samsara triggers actions in Evolved Metrics CRM (or vice versa).
Absolutely. You can customize how Samsara data is recorded in Evolved Metrics CRM. This includes choosing which data fields go into which fields of Evolved Metrics CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Samsara and Evolved Metrics CRM 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 Samsara and Evolved Metrics 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.
About Evolved Metrics CRM
An upgrade from a spreadsheet, CRM will help you organize your sales process so that you can focus on what matters most, building relationships with your customers.
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