Connect agencybloc and Runo CRM to Build Intelligent Automations
Enable Integrations or automations with these events of agencybloc and Runo CRM
Enable Integrations or automations with these events of agencybloc and Runo CRM
Actions
Create Allocation
Creates a new allocation.
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Frequently Asked Questions
To start, connect both your agencybloc and Runo CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in agencybloc triggers actions in Runo CRM (or vice versa).
Absolutely. You can customize how agencybloc data is recorded in Runo CRM. This includes choosing which data fields go into which fields of Runo CRM, setting up custom formats, and filtering out unwanted information.
The data sync between agencybloc and Runo CRM 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 agencybloc and Runo CRM. 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 agencybloc
AgencyBloc is an agency management system for L&H insurance agencies that includes CRM, commissions processing, sales, and automation tools.
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