Connect telecrm and Runn to Build Intelligent Automations
Choose a Trigger
When this happens...
Lead Is Updated
New Lead Is Created
Choose an Action
Automatically do this!
Create project
Create client
Create Person
Create role
Create skill
Assign person to project
Find project
Find a client
Find role
Find Person
Ready to use telecrm and Runn automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Lead Is Updated
Runs when lead is updated
New Lead Is Created
Runs when new lead is created
Do thisActions
Action is the task that follows automatically within your telecrm integrations.
Create a Lead
Create or update a lead
Update Lead Details
Update lead information
Search Leads
Find leads by name or email
Create project
Create a new Runn project for the chosen client, with optional budget, team, and rate settings.
Create client
Create a new client in Runn using a name and optional website.
Create Person
Add a person to Runn so they can be assigned a role, team, and schedule.
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Frequently Asked Questions
To start, connect both your telecrm and Runn accounts to viaSocket. Once connected, you can set up a workflow where an event in telecrm triggers actions in Runn (or vice versa).
Absolutely. You can customize how telecrm data is recorded in Runn. This includes choosing which data fields go into which fields of Runn, setting up custom formats, and filtering out unwanted information.
The data sync between telecrm and Runn 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 telecrm and Runn. 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 Runn
Runn is a powerful tool designed to streamline project management and resource planning. It offers intuitive features for scheduling, tracking, and forecasting, making it ideal for teams looking to optimize their workflow and resource allocation.
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