Connect Customers.ai and HeySummit to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Customers.ai
Choose an Action
Automatically do this!
- Request a new Action for HeySummit
Ready to use Customers.ai and HeySummit automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Attendee
Triggers when a new attendee registers for your HeySummit event.
New Talk Attendeee
Triggers when a new attendee registers for a Talk within your HeySummit Event.
Ticket Purchased
runs when new attendee registers
Do thisActions
Action is the task that follows automatically within your Customers.ai integrations.
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
To start, connect both your Customers.ai and HeySummit accounts to viaSocket. Once connected, you can set up a workflow where an event in Customers.ai triggers actions in HeySummit (or vice versa).
Absolutely. You can customize how Customers.ai data is recorded in HeySummit. This includes choosing which data fields go into which fields of HeySummit, setting up custom formats, and filtering out unwanted information.
The data sync between Customers.ai and HeySummit typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Customers.ai and HeySummit. 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.
About Customers.ai
Customers.ai is a lead-generating and outbound automation platform. Find who your customers are and contact them.
Learn MoreAbout HeySummit
HeySummit is a platform to help you increase engagement, conversions and revenue for your online summits.
Learn More
