Connect Club Planner and Entera CRM to Build Intelligent Automations
Enable Integrations or automations with these events of Club Planner and Entera CRM
Enable Integrations or automations with these events of Club Planner and Entera CRM
Actions
Create Prospect
Add a new prospect.
Add New Contact
Creates a new contact in Entera CRM.
Create Organization
creation of new organizations within the system.
Create Lead
This endpoint allows you to add a new lead to the system.
Create Deal
This endpoint allows you to add a new contact to the system.
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Frequently Asked Questions
To start, connect both your Club Planner and Entera CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Club Planner triggers actions in Entera CRM (or vice versa).
Absolutely. You can customize how Club Planner data is recorded in Entera CRM. This includes choosing which data fields go into which fields of Entera CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Club Planner and Entera 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 Entera 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 Entera CRM
Entera CRM is a comprehensive customer relationship management platform designed to streamline and enhance the way businesses interact with their customers. It offers a suite of tools to manage customer data, track interactions, and automate sales processes, ensuring that businesses can maintain strong relationships and improve customer satisfaction.
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