Connect CallHippo and smartoffice to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for CallHippo
Choose an Action
Automatically do this!
- Request a new Action for smartoffice
Enable Integrations or automations with these events of CallHippo and smartoffice
Enable Integrations or automations with these events of CallHippo and smartoffice
Actions
Get All Users
Get all users in the account
Get a User
Get details of a single user.
Get contacts
Get all contacts in a user account
Update a Contact
Update a contact by ID
Delete a Contact
Delete a contact by ID.
Get Campaign
Get campaign details by ID
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Frequently Asked Questions
To start, connect both your CallHippo and smartoffice accounts to viaSocket. Once connected, you can set up a workflow where an event in CallHippo triggers actions in smartoffice (or vice versa).
Absolutely. You can customize how CallHippo data is recorded in smartoffice. This includes choosing which data fields go into which fields of smartoffice, setting up custom formats, and filtering out unwanted information.
The data sync between CallHippo and smartoffice 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 CallHippo and smartoffice. 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 CallHippo
CallHippo is a cloud-based call center solution that helps mid to large size businesses with workflow automation and virtual telephony. The platform enables users to give detailed analysis to customers through call recordings.
Learn MoreAbout smartoffice
SmartOffice, powered by Ebix, is the premier CRM solution for the financial services industry. We help insurance agents and financial advisors manage and better understand their existing clients while attracting new ones.
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