New members in crowd.dev — Finding records in Oko Crm

The scenario catches new members in crowd.dev and finds records in Oko Crm. Runs on its own, no manual copying.

  • For every new client in crowd.dev, their record in Oko Crm is found right away, if it exists.
  • Duplicates stop multiplying — the check runs before you create anything.
  • A client's history is at hand from the first second.
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How it works

To connect crowd.dev and Oko Crm, you don't need a developer: a ready-made scenario links them in minutes.

  1. Starts when: Schedule
  2. Then: Bitwarden
  3. Then: My Sql

You can launch this crowd.dev + Oko Crm integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

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