Integrations Customers.ai salescaptain
Customers.ai + salescaptain

Connect Customers.ai and salescaptain to Build Intelligent Automations

Choose a Trigger

Customers.ai

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Choose an Action

salescaptain

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

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

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 salescaptain?

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

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

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

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

The data sync between Customers.ai and salescaptain 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 salescaptain?

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 salescaptain?

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