Connect Crystal Ball and Engage to Build Intelligent Automations
Enable Integrations or automations with these events of Crystal Ball and Engage
Enable Integrations or automations with these events of Crystal Ball and Engage
Actions
List Annotations
List of all available Annotations in the cluster.
Create Annotation in Crystal Ball
Add an annotation in your account for an event.
Delete Annotation
Delete an annotation in your account for an event.
Change Annotation
Change an annotation in your account for an event.
Create New Customer
Create a new customer
Track User Event
Record an event on a user's profile in Engage.
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Frequently Asked Questions
To start, connect both your Crystal Ball and Engage accounts to viaSocket. Once connected, you can set up a workflow where an event in Crystal Ball triggers actions in Engage (or vice versa).
Absolutely. You can customize how Crystal Ball data is recorded in Engage. This includes choosing which data fields go into which fields of Engage, setting up custom formats, and filtering out unwanted information.
The data sync between Crystal Ball and Engage typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Crystal Ball and Engage. 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.
About Crystal Ball
Crystal Ball is a comprehensive business intelligence and analytics platform designed to provide insights and predictive analytics for businesses. It helps organizations make data-driven decisions by offering tools for data visualization, reporting, and forecasting.
Learn MoreAbout Engage
Engage is a powerful platform designed to enhance customer interactions and streamline communication processes. It offers tools for managing customer relationships, automating marketing efforts, and improving engagement strategies.
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