Integrations Customers.ai The Customer Factor
Customers.ai + The Customer Factor

Connect Customers.ai and The Customer Factor to Build Intelligent Automations

Choose a Trigger

Customers.ai

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Choose an Action

The Customer Factor

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Enable Integrations or automations with these events of Customers.ai and The Customer Factor

Enable Integrations or automations with these events of Customers.ai and The Customer Factor

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 The Customer Factor?

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

Can we customize how data from Customers.ai is recorded in The Customer Factor?

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

How often does the data sync between Customers.ai and The Customer Factor?

The data sync between Customers.ai and The Customer Factor 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 The Customer Factor?

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 The Customer Factor?

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

About The Customer Factor

The Customer Factor is a software where users can register, store their contacts, their appointments, invoices, etc.,

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