Connect crm-people and zendirect to Build Intelligent Automations

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crm-people

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zendirect

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Frequently Asked Questions

How do I start an integration between crm-people and zendirect?

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

Can we customize how data from crm-people is recorded in zendirect?

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

How often does the data sync between crm-people and zendirect?

The data sync between crm-people and zendirect 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 crm-people to zendirect?

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 crm-people and zendirect?

Yes, you can set conditional logic to control the flow of data between crm-people and zendirect. 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.

crm-people

About crm-people

CRM People is a crm software for sales teams focused on b2b

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zendirect

About zendirect

Build better relationships with your clients, employees and prospects. Our service lets you easily personalize, print and send "handwritten" cards, physical mailers and gifts.

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