Integrations CleverReach goproposal
CleverReach + goproposal

Connect CleverReach and goproposal to Build Intelligent Automations

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CleverReach

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goproposal

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Frequently Asked Questions

How do I start an integration between CleverReach and goproposal?

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

Can we customize how data from CleverReach is recorded in goproposal?

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

How often does the data sync between CleverReach and goproposal?

The data sync between CleverReach and goproposal 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 CleverReach to goproposal?

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 CleverReach and goproposal?

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

CleverReach

About CleverReach

CleverReach is a powerful email marketing tool designed to help businesses create, send, and analyze email campaigns with ease. It offers a range of features including customizable templates, automation, and detailed analytics to optimize your email marketing efforts.

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goproposal

About goproposal

GoProposal enables accountants to price consistently & eliminate scope creep.

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