Connect sinao and Evolved Metrics CRM to Build Intelligent Automations
Enable Integrations or automations with these events of sinao and Evolved Metrics CRM
Enable Integrations or automations with these events of sinao and Evolved Metrics CRM
Actions
Create an Organization
Create an organization.
Create or Edit an Invoice
Create or Edit an invoice with an amount in TTC/HT.
Create a Product/Service
Createa product/service.
Create a Client
Create a Client.
Update a Client
Update a Client.
Update a Product/Service
Update a product/service.
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Frequently Asked Questions
To start, connect both your sinao and Evolved Metrics CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in sinao triggers actions in Evolved Metrics CRM (or vice versa).
Absolutely. You can customize how sinao 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 sinao 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 sinao 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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