Connect ClosedLoop AI and salesoptima to Build Intelligent Automations
Enable Integrations or automations with these events of ClosedLoop AI and salesoptima
Enable Integrations or automations with these events of ClosedLoop AI and salesoptima
Triggers
New Product Insight Generated
Runs when new product insight is generated
Actions
Send Feedback
Send customer feedback to extract product insights.
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Frequently Asked Questions
To start, connect both your ClosedLoop AI and salesoptima accounts to viaSocket. Once connected, you can set up a workflow where an event in ClosedLoop AI triggers actions in salesoptima (or vice versa).
Absolutely. You can customize how ClosedLoop AI data is recorded in salesoptima. This includes choosing which data fields go into which fields of salesoptima, setting up custom formats, and filtering out unwanted information.
The data sync between ClosedLoop AI and salesoptima 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 ClosedLoop AI and salesoptima. 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 ClosedLoop AI
ClosedLoop AI offers advanced AI solutions tailored for healthcare analytics, enabling organizations to leverage data-driven insights for improved patient outcomes and operational efficiency.
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About salesoptima
SalesOptima is an online Customer Relationship Management (CRM) service that conveniently enables you to organize, manage, and nurture your customer contacts in the office or on the go.
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