Connect coherent and Leader CRM to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between coherent and Leader CRM?

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

Can we customize how data from coherent is recorded in Leader CRM?

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

How often does the data sync between coherent and Leader CRM?

The data sync between coherent and Leader CRM 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 coherent to Leader CRM?

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 coherent and Leader CRM?

Yes, you can set conditional logic to control the flow of data between coherent and Leader 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.