Integrations Customers.ai Centerpoint Connect
Customers.ai + Centerpoint Connect

Connect Customers.ai and Centerpoint Connect to Build Intelligent Automations

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Customers.ai

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Choose an Action

Centerpoint Connect

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Enable Integrations or automations with these events of Customers.ai and Centerpoint Connect

Enable Integrations or automations with these events of Customers.ai and Centerpoint Connect

Actions

Create Contact

Create Contact

Create a new contact in Customers.ai using phone or email, channel, optional name, and custom attributes.

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Frequently Asked Questions

How do I start an integration between Customers.ai and Centerpoint Connect?

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

Can we customize how data from Customers.ai is recorded in Centerpoint Connect?

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

How often does the data sync between Customers.ai and Centerpoint Connect?

The data sync between Customers.ai and Centerpoint Connect 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 Customers.ai to Centerpoint Connect?

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 Customers.ai and Centerpoint Connect?

Yes, you can set conditional logic to control the flow of data between Customers.ai and Centerpoint Connect. 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.

Customers.ai

About Customers.ai

Customers.ai is a lead-generating and outbound automation platform. Find who your customers are and contact them.

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Centerpoint Connect

About Centerpoint Connect

Centerpoint Connect is a construction-based solution designed specifically for roofing companies, offering all the digital tools Roofers need.

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