Integrations Customers.ai Conversion Cloud
Customers.ai + Conversion Cloud

Connect Customers.ai and Conversion Cloud to Build Intelligent Automations

Choose a Trigger

Customers.ai

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Choose an Action

Conversion Cloud

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

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

Actions

Create Contact

Create Contact

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

Request a new Action for Customers.ai

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Frequently Asked Questions

How do I start an integration between Customers.ai and Conversion Cloud?

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

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

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

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

The data sync between Customers.ai and Conversion Cloud 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 Conversion Cloud?

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 Conversion Cloud?

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