Connect Brosix and Wortal CRM to Build Intelligent Automations
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Frequently Asked Questions
To start, connect both your Brosix and Wortal CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Brosix triggers actions in Wortal CRM (or vice versa).
Absolutely. You can customize how Brosix data is recorded in Wortal CRM. This includes choosing which data fields go into which fields of Wortal CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Brosix and Wortal 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 Brosix and Wortal 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 Brosix
Brosix is a secure instant messenger for your team, offering unlimited file transfer, screen-sharing, audio and video calls, and many more collaboration features to improve your team performance.
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About Wortal CRM
Wortal CRM is a comprehensive customer relationship management platform designed to streamline your sales and customer service processes. It offers tools for managing contacts, tracking sales, and enhancing customer interactions, making it ideal for businesses looking to improve their customer engagement and sales efficiency.
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