Connect Connecteam and IXACT Contact CRM to Build Intelligent Automations
Enable Integrations or automations with these events of Connecteam and IXACT Contact CRM
Enable Integrations or automations with these events of Connecteam and IXACT Contact CRM
Triggers
New User
Triggers when a new user is created.
User Updated
Triggers when an existing user updated.
User Archived
Triggers when user was archived in the system.
User Restored Archived
Triggers when user was restored from archived .
User Deleted
Triggers when an existing user deleted.
User Promoted
Triggers when an existing user was promoted from 'user' to 'admin'.
Actions
Create User
Create a new user
Create user note
Create new note on the profile of the specified user.
Archive users
Archive individual or multiple users associated with the account by their unique userID.
Create jobs
Create a new job in a app.
Clock IN
Record the start time for the work period of an employee. The start time is automatically captured when the call is executed.
Clock Out
Record the end time for the work period of an employee. The end time is automatically captured when the call is executed. The clock-out will be associated with the current open shift.
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Frequently Asked Questions
To start, connect both your Connecteam and IXACT Contact CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Connecteam triggers actions in IXACT Contact CRM (or vice versa).
Absolutely. You can customize how Connecteam data is recorded in IXACT Contact CRM. This includes choosing which data fields go into which fields of IXACT Contact CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Connecteam and IXACT Contact 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 Connecteam and IXACT Contact 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 Connecteam
Connecteam is a comprehensive platform designed to streamline business operations by providing tools for communication, task management, scheduling, and more. It is ideal for businesses looking to enhance team collaboration and improve productivity through a centralized app.
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About IXACT Contact CRM
IXACT Contact is a real estate CRM that helps agents stay organized and build relationships with clients, prospects and referral sources.
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