Connect SimpleKPI and Amtech CRM to Build Intelligent Automations

Choose a Trigger

SimpleKPI

When this happens...

Choose an Action

Amtech CRM

Automatically do this!

Enable Integrations or automations with these events of SimpleKPI and Amtech CRM

Enable Integrations or automations with these events of SimpleKPI and Amtech CRM

Actions

Add KPI entry

Add KPI entry

Add a KPI data entry with a date, actual and target values, and optional notes.

Update KPI entry

Update KPI entry

Update an existing KPI entry for a given date with new actual, target, or notes.

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Frequently Asked Questions

How do I start an integration between SimpleKPI and Amtech CRM?

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

Can we customize how data from SimpleKPI is recorded in Amtech CRM?

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

How often does the data sync between SimpleKPI and Amtech CRM?

The data sync between SimpleKPI and Amtech CRM 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 SimpleKPI to Amtech CRM?

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 SimpleKPI and Amtech CRM?

Yes, you can set conditional logic to control the flow of data between SimpleKPI and Amtech 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.

SimpleKPI

About SimpleKPI

SimpleKPI is KPI Software for companies of all sizes who track Key Performance Indicators and metrics - complete with easy to use tools for visualizing data on dashboards, building engaging reports and analyzing performance.

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Amtech CRM

About Amtech CRM

Amtech CRM is for handling leads, products and invoices.

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