Connect Customers.ai and LoopedIn to Build Intelligent Automations

Choose a Trigger

Customers.ai

When this happens...

Choose an Action

LoopedIn

Automatically do this!

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

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

Actions

Create Contact

Create Contact

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

Create Idea

Create Idea

Creates a new idea in LoopedIn.

Update Idea

Update Idea

Updates an existing idea in LoopedIn.

Create Roadmap Card

Create Roadmap Card

Creates a new Roadmap Card in LoopedIn.

Update Roadmap Card

Update Roadmap Card

Updates an existing Roadmap Card in LoopedIn.

Delete Idea

Delete Idea

Deletes an existing idea in LoopedIn.

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Frequently Asked Questions

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

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

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

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

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

The data sync between Customers.ai and LoopedIn 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 LoopedIn?

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 LoopedIn?

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

About LoopedIn

LoopedIn is a versatile platform designed to enhance team collaboration and project management. It offers a suite of tools to streamline communication, task management, and project tracking, making it ideal for teams looking to improve productivity and efficiency.

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