Connect Club Planner and Elevated CRM to Build Intelligent Automations
Enable Integrations or automations with these events of Club Planner and Elevated CRM
Enable Integrations or automations with these events of Club Planner and Elevated CRM
Actions
Create Prospect
Add a new prospect.
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Frequently Asked Questions
To start, connect both your Club Planner and Elevated CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Club Planner triggers actions in Elevated CRM (or vice versa).
Absolutely. You can customize how Club Planner data is recorded in Elevated CRM. This includes choosing which data fields go into which fields of Elevated CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Club Planner and Elevated CRM 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 Club Planner and Elevated CRM. 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 Elevated CRM
Elevated CRM is a contact management tool that manages your contacts presence on the internet.
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