Connect Aura and salesoptima to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Aura
Choose an Action
Automatically do this!
- Request a new Action for salesoptima
Enable Integrations or automations with these events of Aura and salesoptima
Enable Integrations or automations with these events of Aura and salesoptima
Actions
List Payments
Enter action Description Here
Create Lead
Create a new lead with email
Record Payment
Record a payment for a lead
Get Campaign Analytics
Retrieve lead and call performance aggregated by UTM source, medium, and campaign including show rate, close rate, and revenue.
Update Call
Update the status or notes of an existing call in Aura
Verify Payment
Manually verify a payment by linking it to a specific call.
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Frequently Asked Questions
To start, connect both your Aura and salesoptima accounts to viaSocket. Once connected, you can set up a workflow where an event in Aura triggers actions in salesoptima (or vice versa).
Absolutely. You can customize how Aura 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.
The data sync between Aura and salesoptima 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 Aura 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.
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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