How to connect K Factors + Revamp CRM
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Choose a Trigger
Choose an Action
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Choosing a widget will trigger on all new notifications on that widget.
Enter key-value pair (ex.: name: Joe Doe)
Related Customer Name
Deal Sales Region
Triggers when a new deal is created.Try ItTriggerScheduled
Comma separate list of tags to search for.
Triggers when a new customer is created.Try ItTriggerScheduled
Triggers when a new task is created.Try ItTriggerScheduled
How K Factors + Revamp CRM Integrations Work
- Step 1: Authenticate K Factors and Revamp CRM.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.
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