Integrations Centralstation CRM whippy
Centralstation CRM + whippy

Connect Centralstation CRM and whippy to Build Intelligent Automations

Choose a Trigger

Centralstation CRM

When this happens...

Choose an Action

whippy

Automatically do this!

Enable Integrations or automations with these events of Centralstation CRM and whippy

Enable Integrations or automations with these events of Centralstation CRM and whippy

Triggers

New Company

New Company

Triggers when a new company is created

New Person

New Person

Triggers when a new person is created

New Project

New Project

Triggers when a new project is created

New Task

New Task

Triggers when a new task is created

New Deal

New Deal

Triggers when a new deal is created

Deal Updated

Deal Updated

Triggers when a deal is updated

Actions

List All People

List All People

Retrieves the details of all people

Search People by Email

Search People by Email

Retrieves the details of the person by email

List All Companies

List All Companies

Retrieves the details of all companies

List All Deals

List All Deals

Retrieves the details of all deals

List All Projects

List All Projects

Retrieves the details of all projects

List All Protocols

List All Protocols

Retrieves the details of all protocols

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Frequently Asked Questions

How do I start an integration between Centralstation CRM and whippy?

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

Can we customize how data from Centralstation CRM is recorded in whippy?

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

How often does the data sync between Centralstation CRM and whippy?

The data sync between Centralstation CRM and whippy 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 Centralstation CRM to whippy?

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 Centralstation CRM and whippy?

Yes, you can set conditional logic to control the flow of data between Centralstation CRM and whippy. 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.

Centralstation CRM

About Centralstation CRM

CentralStationCRM is an easy CRM software. We focus on ease of use, collaboration and work best when you have (or want) long term relationships.

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whippy

About whippy

Whippy is a shared SMS inbox for teams. With Whippy you can convert leads on your website. Qualify them via SMS with your team and gather feedback and reviews from customers.

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