Connect CleverReach and upilot to Build Intelligent Automations
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- Request a new Trigger for CleverReach
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- Request a new Action for upilot
Enable Integrations or automations with these events of CleverReach and upilot
Enable Integrations or automations with these events of CleverReach and upilot
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Frequently Asked Questions
To start, connect both your CleverReach and upilot accounts to viaSocket. Once connected, you can set up a workflow where an event in CleverReach triggers actions in upilot (or vice versa).
Absolutely. You can customize how CleverReach 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.
The data sync between CleverReach and upilot typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between CleverReach 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.
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.
Learn MoreAbout 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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