IntegrationsCrystal Ballperfleek
Crystal Ball + perfleek

Connect Crystal Ball and perfleek to Build Intelligent Automations

Choose a Trigger

Crystal Ball

When this happens...

Choose an Action

perfleek

Automatically do this!

Enable Integrations or automations with these events of Crystal Ball and perfleek

Enable Integrations or automations with these events of Crystal Ball and perfleek

Actions

List Annotations

List Annotations

List of all available Annotations in the cluster.

Create Annotation in Crystal Ball

Create Annotation in Crystal Ball

Add an annotation in your account for an event.

Delete Annotation

Delete Annotation

Delete an annotation in your account for an event.

Change Annotation

Change Annotation

Change an annotation in your account for an event.

Request a new Action for Crystal Ball

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Frequently Asked Questions

How do I start an integration between Crystal Ball and perfleek?

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

Can we customize how data from Crystal Ball is recorded in perfleek?

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

How often does the data sync between Crystal Ball and perfleek?

The data sync between Crystal Ball and perfleek 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 Crystal Ball to perfleek?

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 Crystal Ball and perfleek?

Yes, you can set conditional logic to control the flow of data between Crystal Ball and perfleek. 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.

Crystal Ball

About Crystal Ball

Crystal Ball is a comprehensive business intelligence and analytics platform designed to provide insights and predictive analytics for businesses. It helps organizations make data-driven decisions by offering tools for data visualization, reporting, and forecasting.

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perfleek

About perfleek

Perfleek is a CRM for real estate agent and brokers.

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