Connect Basalt and Radius CRM to Build Intelligent Automations
Enable Integrations or automations with these events of Basalt and Radius CRM
Enable Integrations or automations with these events of Basalt and Radius CRM
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Create Trace
Create a new trace to track the execution of a feature.
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Frequently Asked Questions
To start, connect both your Basalt and Radius CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Basalt triggers actions in Radius CRM (or vice versa).
Absolutely. You can customize how Basalt data is recorded in Radius CRM. This includes choosing which data fields go into which fields of Radius CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Basalt and Radius 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 Basalt and Radius 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 Basalt
Basalt is an advanced AI-driven platform designed to enhance productivity and streamline workflows. It leverages artificial intelligence to automate tasks, analyze data, and provide actionable insights, making it an essential tool for businesses looking to optimize their operations.
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About Radius CRM
Lead Management & CRM Software for Insurance Agents to Market to Leads, Speak to Clients, and Track Commissions, all with automation.
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