How to connect K Factors + karmaCRM
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Widget id
Choosing a widget will trigger on all new notifications on that widget.
Try ItWidget idRequired
DataRequired
Enter key-value pair (ex.: name: Joe Doe)
New Contact
Triggers when a new contact is created.
Try ItUpdate Contact
Triggers when a contact is updated.
Try It
Widget idRequired
From date
To date
New Company
Triggers when a new company is created.
Try ItNew Task
Triggers when a new task is created.
Try ItNameRequired
Background
Tags
Add a comma separated list. EG: tag1, tag2.
Referral Source
Industry
Work Email
Home Email
Other Email
Work Website
Home Website
Other Website
Work Phone
Home Phone
Mobile Phone
Work Fax Phone
Work Address
Home Address
Other Address
LinkedIn
Google Talk
Youtube
Skype
Google+
Facebook
Twitter
How K Factors + karmaCRM Integrations Work
- Step 1: Authenticate K Factors and karmaCRM.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
Related categories
Related categories
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