viaSocket

Connect CleverReach and repcard to Build Intelligent Automations

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repcard

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Frequently Asked Questions

How do I start an integration between CleverReach and repcard?

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

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

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

How often does the data sync between CleverReach and repcard?

The data sync between CleverReach and repcard 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 repcard?

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 repcard?

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

About repcard

RepCard is a sales tool used to facilitate automated follow up with leads that will drive reviews and referrals back to the sales person.

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