Connect Xperiencify and CRM.io to Build Intelligent Automations

Choose a Trigger

Xperiencify

When this happens...

Choose an Action

CRM.io

Automatically do this!

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

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

Actions

Add Student to a Course

Add Student to a Course

Add student to a existing course.

Search Student

Search Student

Retrieve the details of student by its email address.

Update Student Info

Update Student Info

Update a student’s details using their email address.

Remove Student From Course

Remove Student From Course

Remove the student from a specific course.

Remove Student From All Course

Remove Student From All Course

Remove a student from all courses.

Add Tag to Student

Add Tag to Student

Assign one or more tags to a student.

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Frequently Asked Questions

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

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

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

Absolutely. You can customize how Xperiencify 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 Xperiencify and CRM.io?

The data sync between Xperiencify 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 Xperiencify 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 Xperiencify and CRM.io?

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

Xperiencify

About Xperiencify

Xperiencify is an online course platform that builds 8 psychological triggers into your course.

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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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