Integrations Customers.ai Sleekplan
Customers.ai + Sleekplan

Connect Customers.ai and Sleekplan to Build Intelligent Automations

Choose a Trigger

Customers.ai

When this happens...

Choose an Action

Sleekplan

Automatically do this!

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

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

Actions

Create Contact

Create Contact

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

List All Comments

List All Comments

Retrieves the list of all comments.

Create Changelog Update

Create Changelog Update

Create an update

Create Feedback

Create Feedback

Create a new post

Update Feedback

Update Feedback

Update a post

Search User

Search User

Retrieves the list of users based on search query string

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Frequently Asked Questions

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

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

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

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

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

The data sync between Customers.ai and Sleekplan 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 Sleekplan?

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 Sleekplan?

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

About Sleekplan

Sleekplan is a customer feedback management tool that can easily be embedded in any web application. Use the widget to track suggestions, feedback, and bugs and discuss them with your customers. Plus, it' s easy to share a roadmap and keep a changelog.

Learn More