Connect Akkio and salesoptima to Build Intelligent Automations

Choose a Trigger

Akkio

When this happens...

Choose an Action

salesoptima

Automatically do this!

Enable Integrations or automations with these events of Akkio and salesoptima

Enable Integrations or automations with these events of Akkio and salesoptima

Actions

Update a Project

Update a Project

Update details of your project from project ID

Delete a Datasheet

Delete a Datasheet

Delete a Dtasheet from datasheet ID

Request a new Action for Akkio

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Frequently Asked Questions

How do I start an integration between Akkio and salesoptima?

To start, connect both your Akkio and salesoptima accounts to viaSocket. Once connected, you can set up a workflow where an event in Akkio triggers actions in salesoptima (or vice versa).

Can we customize how data from Akkio is recorded in salesoptima?

Absolutely. You can customize how Akkio data is recorded in salesoptima. This includes choosing which data fields go into which fields of salesoptima, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Akkio and salesoptima?

The data sync between Akkio and salesoptima typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Akkio to salesoptima?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Akkio and salesoptima?

Yes, you can set conditional logic to control the flow of data between Akkio and salesoptima. 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.

Akkio

About Akkio

It is an easy-to-use, scalable, and affordable AI platform for real-time decision making.

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salesoptima

About salesoptima

SalesOptima is an online Customer Relationship Management (CRM) service that conveniently enables you to organize, manage, and nurture your customer contacts in the office or on the go.

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