IntegrationsCrystal BallSales Play
Crystal Ball + Sales Play

Connect Crystal Ball and Sales Play to Build Intelligent Automations

Choose a Trigger

Crystal Ball

When this happens...

Choose an Action

Sales Play

Automatically do this!

Enable Integrations or automations with these events of Crystal Ball and Sales Play

Enable Integrations or automations with these events of Crystal Ball and Sales Play

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.

Find Categories

Find Categories

Find the list of categories from SalesPlay POS.

Create or update a category

Create or update a category

create or update a category from SalesPlay POS.

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Frequently Asked Questions

How do I start an integration between Crystal Ball and Sales Play?

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

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

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

How often does the data sync between Crystal Ball and Sales Play?

The data sync between Crystal Ball and Sales Play 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 Sales Play?

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 Sales Play?

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

About Sales Play

SalesPlay is a comprehensive cloud-based point of sale (POS) system designed to streamline sales processes, manage inventory, and enhance customer experiences. Ideal for businesses of all sizes, SalesPlay offers robust features including real-time sales tracking, detailed reporting, and seamless integration with various payment gateways.

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