Integrations Customers.ai convertly.io
Customers.ai + convertly.io

Connect Customers.ai and convertly.io to Build Intelligent Automations

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Customers.ai

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convertly.io

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

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

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 convertly.io?

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

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

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

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

The data sync between Customers.ai and convertly.io 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 convertly.io?

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 convertly.io?

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

About convertly.io

Convertlyio lets you create beautiful interactive quizzes and forms that generate highly qualified leads & sell products.

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