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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your clozio and ezzycrm accounts to viaSocket. Once connected, you can set up a workflow where an event in clozio triggers actions in ezzycrm (or vice versa).
Absolutely. You can customize how clozio data is recorded in ezzycrm. This includes choosing which data fields go into which fields of ezzycrm, setting up custom formats, and filtering out unwanted information.
The data sync between clozio and ezzycrm 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 clozio and ezzycrm. 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.
Clozio is a productivity tool for real estate professionals. Clozio offers free transaction hubs that allow professionals to create and share relevant transaction information with their clients.
Learn MoreEzzyCRM is a Customer Relationship Management software that helps companies to manage sales team, assign task and followup, track pipeline, and visualize deal stages for better ROI.
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