Connect Chatrace and upilot to Build Intelligent Automations

Choose a Trigger

Chatrace

When this happens...

Choose an Action

upilot

Automatically do this!

Enable Integrations or automations with these events of Chatrace and upilot

Enable Integrations or automations with these events of Chatrace and upilot

Actions

Create Custom Fields

Create Custom Fields

Create's a custom fields

Create Contact

Create Contact

Create a contact.

Find Contact By Id

Find Contact By Id

Retrieve a contact detail's by id.

Create Tag

Create Tag

create a tag.

Request a new Action for Chatrace

We'll help you get started

Our team is all set to help you!

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Frequently Asked Questions

How do I start an integration between Chatrace and upilot?

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

Can we customize how data from Chatrace is recorded in upilot?

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

How often does the data sync between Chatrace and upilot?

The data sync between Chatrace and upilot 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 Chatrace to upilot?

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 Chatrace and upilot?

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

Chatrace

About Chatrace

Chatrace is a dynamic platform designed to enhance team communication and collaboration. It offers seamless chat functionalities, enabling teams to stay connected and productive.

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upilot

About upilot

UPilot is a CRM with advanced features like role-based access and control, email tracking, revenue forecast, all on a single platform and easy to use interface, resulting in enthusiastic user adoption in fast-growing companies.

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