Connect Cliengo and NextLead to Build Intelligent Automations

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Cliengo

When this happens...

Choose an Action

NextLead

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Customer/Contact

New Customer/Contact

Triggers when a new contact/customer is created

Updated Customer

Updated Customer

Triggers when a new customer is created or updated

Contact Added to List

Contact Added to List

Triggers when a contact is added to a NextLead mailing list and returns the contact event and list details. Supports optional filters by list ID, minimum lead score, and comment.

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Do thisActions

Action is the task that follows automatically within your Cliengo integrations.

Create Customer

Create Customer

creates a new customer

Search Agent

Search Agent

Search a agent

Update Customer

Update Customer

Update an existing custome

Search Customer

Search Customer

Search a customer

List Account

List Account

List all account

List Account Payments

List Account Payments

List all account payments

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Frequently Asked Questions

How do I start an integration between Cliengo and NextLead?

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

Can we customize how data from Cliengo is recorded in NextLead?

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

How often does the data sync between Cliengo and NextLead?

The data sync between Cliengo and NextLead 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 Cliengo to NextLead?

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 Cliengo and NextLead?

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

Cliengo

About Cliengo

Cliengo is a powerful chatbot and customer relationship management (CRM) tool designed to help businesses automate their customer service and sales processes. By integrating Cliengo into your workflow, you can enhance customer engagement, streamline communication, and improve overall efficiency.

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NextLead

About NextLead

NextLead is a cutting-edge platform designed to streamline and enhance lead generation and management processes. It offers tools and features that help businesses capture, track, and convert leads efficiently, ensuring a seamless transition from prospect to customer.

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