Connect clinked and SAM.ai to Build Intelligent Automations

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This process may take 15 to 30 days.

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Frequently Asked Questions

How do I start an integration between clinked and SAM.ai?

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

Can we customize how data from clinked is recorded in SAM.ai?

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

How often does the data sync between clinked and SAM.ai?

The data sync between clinked and SAM.ai 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 clinked to SAM.ai?

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 clinked and SAM.ai?

Yes, you can set conditional logic to control the flow of data between clinked and SAM.ai. 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.

clinked

About clinked

Clinked is a white-label client portal for business. Clinked offers secure communication, collaboration & information sharing portal.

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SAM.ai

About SAM.ai

SAM is a sales and marketing tool that lets you organize and manage your leads, opportunities, accounts & partners with efficient features.

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