Connect Customers.ai and cim to Build Intelligent Automations

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Customers.ai

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Choose an Action

cim

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

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

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 cim?

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

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

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

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

The data sync between Customers.ai and cim 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 cim?

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 cim?

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

About cim

CIM is an analytics tool that helps building operation teams monitor their building’s energy and equipment performance.

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