Connect Customers.ai and sumo to Build Intelligent Automations

Choose a Trigger

Customers.ai

When this happens...

Choose an Action

sumo

Automatically do this!

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

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

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 sumo?

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

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

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

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

The data sync between Customers.ai and sumo 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 sumo?

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 sumo?

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

About sumo

Tools to grow Your website’s traffic, including email list builders, sharing buttons, and heat maps. Sumo works with any website.

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