Connect Typebot and CRM.io to Build Intelligent Automations

Choose a Trigger

Typebot

When this happens...

Choose an Action

CRM.io

Automatically do this!

Enable Integrations or automations with these events of Typebot and CRM.io

Enable Integrations or automations with these events of Typebot and CRM.io

Actions

Create WorkSpace

Create WorkSpace

create workspace in your account.

Delete Workspace

Delete Workspace

Delete workspace in your existing account.

List All lists

List All lists

Retrieves the detail of all lists

Search List by Name

Search List by Name

Retrieves the detail of lists by name

List All Tags

List All Tags

Retrieves the detail of all tags

Search Notes

Search Notes

Retrieve notes for a contact by email.

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Frequently Asked Questions

How do I start an integration between Typebot and CRM.io?

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

Can we customize how data from Typebot is recorded in CRM.io?

Absolutely. You can customize how Typebot 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.

How often does the data sync between Typebot and CRM.io?

The data sync between Typebot and CRM.io 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 Typebot to CRM.io?

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 Typebot and CRM.io?

Yes, you can set conditional logic to control the flow of data between Typebot 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.

Typebot

About Typebot

Typebot is a powerful platform designed to create and manage interactive chatbots for various applications. It allows users to build custom chatbots without any coding knowledge, making it accessible for businesses of all sizes to enhance customer engagement and automate communication.

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CRM.io

About 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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