Connect Sleekplan and ATZ CRM
Integrate Sleekplan with ATZ CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Sleekplan + ATZ CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Sleekplan
When this happens...
- Request a new Trigger for Sleekplan
Choose an action
ATZ CRM
Automatically do this!
Create Candidate
Update candidate
Create Contact
Update Contact
Create Organization
Update Deal
Create job opening
Update Organization
Update Job
Create Folder
Update Folder
Add Note to Record
Add Record to Folder
Add Candidate to Job
Create Call Log
List Users
Get Contacts
Remove Candidate From a Job
Get Candidates
List Jobs
Change Talent Stage
Find Talent Funnel Stages
Enroll Contact or Candidate in Sequence
Unenroll From Sequence
Search Sequences
List All Comments from Sleekplan when Contact Added in ATZ CRM
Use this flowCreate Changelog Update in Sleekplan when Contact Added in ATZ CRM
Use this flowCreate Feedback in Sleekplan when Contact Added in ATZ CRM
Use this flowUpdate Feedback in Sleekplan when Contact Added in ATZ CRM
Use this flowSearch User in Sleekplan when Contact Added in ATZ CRM
Use this flowSearch Post in Sleekplan when Contact Added in ATZ CRM
Use this flowSearch Changelog Update in Sleekplan when Contact Added in ATZ CRM
Use this flowNew End user in Sleekplan when Contact Added in ATZ CRM
Use this flowNew Update from Sleekplan when Contact Added in ATZ CRM
Use this flowNew NPS Response from Sleekplan when Contact Added in ATZ CRM
Use this flowSupported Triggers & Actions
Everything you can automate between Sleekplan and ATZ CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
Contact Added
Add a new contact to ATZ CRM.
Candidate Added
Create a candidate profile in ATZ CRM for tracking and follow-up.
Candidate Updated
Update a candidate's details in ATZ CRM.
Candidate Deleted
Remove a candidate record from ATZ CRM.
Contact Deleted
Triggered when a contact is deleted from ATZ CRM.
Contact Updated
Add a new contact or update an existing contact in ATZ CRM.
Do thisActions
Action is the task that follows automatically within your Sleekplan integrations.
List All Comments
Retrieves the list of all comments.
Create Changelog Update
Create an update
Create Feedback
Create a new post
Update Feedback
Update a post
Search User
Retrieves the list of users based on search query string
Search Post
Returns a list of feedback posts based on specified search.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Sleekplan
Sleekplan is a customer feedback management tool that can easily be embedded in any web application. Use the widget to track suggestions, feedback, and bugs and discuss them with your customers. Plus, it' s easy to share a roadmap and keep a changelog.
Learn more
About ATZ CRM
ATZ CRM is a comprehensive customer relationship management platform designed to streamline your sales and customer service processes. It offers tools for managing contacts, tracking sales, and enhancing customer interactions, making it ideal for businesses looking to improve their customer engagement and sales efficiency.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Sleekplan and ATZ CRM accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Sleekplan and ATZ CRM as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach ATZ CRM. No coding required.
Yes. You can set up a workflow where Sleekplan triggers actions in ATZ CRM, and a separate workflow where ATZ CRM triggers actions in Sleekplan. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Sleekplan and ATZ CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Sleekplan and ATZ CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
