Connect ambassador and Clarity CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for ambassador
Choose an Action
Automatically do this!
- Request a new Action for Clarity CRM
Integrate ambassador with your favorite apps
The app you are looking for is in beta, and we are awaiting verification from the app builders
before making it accessible to end users.
This process may take 15 to 30 days.
If you can’t wait, we can add the beta version to your viaSocket workspace within 24 hours.
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- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
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Frequently Asked Questions
To start, connect both your ambassador and Clarity CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in ambassador triggers actions in Clarity CRM (or vice versa).
Absolutely. You can customize how ambassador data is recorded in Clarity CRM. This includes choosing which data fields go into which fields of Clarity CRM, setting up custom formats, and filtering out unwanted information.
The data sync between ambassador and Clarity 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 ambassador and Clarity 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 ambassador
Ambassador gives any company the tools to turbo-charge their referral program, turning their customers into brand Ambassadors. Use Ambassador to easily create, track & manage custom incentives that drive referrals and evangelize your users. It's as simple as pasting a javascript snippet or can be seamlessly integrated via API.
Learn MoreAbout Clarity CRM
Clarity CRM is a customer relationship management tool that lets you to manage account, contacts and build invoices and orders.
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