Connect convergepoint and leadport to Build Intelligent Automations
Choose a Trigger
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- Request a new Trigger for convergepoint
Choose an Action
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- Request a new Action for leadport
Integrate convergepoint with your favorite apps
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This process may take 15 to 30 days.
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Frequently Asked Questions
To start, connect both your convergepoint and leadport accounts to viaSocket. Once connected, you can set up a workflow where an event in convergepoint triggers actions in leadport (or vice versa).
Absolutely. You can customize how convergepoint data is recorded in leadport. This includes choosing which data fields go into which fields of leadport, setting up custom formats, and filtering out unwanted information.
The data sync between convergepoint and leadport 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 convergepoint and leadport. 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 convergepoint
Convergepoint simplifies your regulatory compliance processes with policy management and contract management software.
Learn MoreAbout leadport
Call your leads instantly. Never forget to follow up with your customers. Track every interaction of your sales team including call data.
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