Connect Captions and Archie CRM to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between Captions and Archie CRM?

To start, connect both your Captions and Archie CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Captions triggers actions in Archie CRM (or vice versa).

Can we customize how data from Captions is recorded in Archie CRM?

Absolutely. You can customize how Captions data is recorded in Archie CRM. This includes choosing which data fields go into which fields of Archie CRM, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Captions and Archie CRM?

The data sync between Captions and Archie CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Captions to Archie CRM?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Captions and Archie CRM?

Yes, you can set conditional logic to control the flow of data between Captions and Archie 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.