Connect Sigma Computing and CRM.io to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Sigma Computing
Choose an Action
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 Sigma Computing and CRM.io
Enable Integrations or automations with these events of Sigma Computing and CRM.io
Actions
List Account Types
Retrieve all Sigma account types with their IDs, names, and descriptions.
Create Team
Creates a new team in Sigma Computing. Optionally add a description, invite members, create a team folder, and set visibility (public or private).
Create workbook
Create a new workbook and save it in the selected folder with an optional owner and description.
List Datasets
Retrieve all datasets available in your Sigma Computing account.
List connections
Retrieve all configured data connections (id, name, and type).
Create a File
Create a new workspace, folder, or workbook in your Sigma account.
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Frequently Asked Questions
To start, connect both your Sigma Computing and CRM.io accounts to viaSocket. Once connected, you can set up a workflow where an event in Sigma Computing triggers actions in CRM.io (or vice versa).
Absolutely. You can customize how Sigma Computing 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 Sigma Computing 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 Sigma Computing 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.
About Sigma Computing
Sigma Computing offers a powerful cloud-based analytics platform designed to empower teams with data-driven insights. It enables users to explore, analyze, and visualize data without the need for complex coding, making it accessible for everyone in the organization.
Learn MoreAbout 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.
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