Integrations Customers.ai involveme
Customers.ai + involveme

Connect Customers.ai and involveme to Build Intelligent Automations

Choose a Trigger

Customers.ai

When this happens...

Choose an Action

involveme

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

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

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 involveme?

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

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

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

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

The data sync between Customers.ai and involveme 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 involveme?

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 involveme?

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

About involveme

involve.me is a customer experience platform. Everything you need to capture leads, collect feedback & activate your audience.

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