Connect Customers.ai and Warm Welcome to Build Intelligent Automations
Enable Integrations or automations with these events of Customers.ai and Warm Welcome
Enable Integrations or automations with these events of Customers.ai and Warm Welcome
Actions
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
To start, connect both your Customers.ai and Warm Welcome accounts to viaSocket. Once connected, you can set up a workflow where an event in Customers.ai triggers actions in Warm Welcome (or vice versa).
Absolutely. You can customize how Customers.ai data is recorded in Warm Welcome. This includes choosing which data fields go into which fields of Warm Welcome, setting up custom formats, and filtering out unwanted information.
The data sync between Customers.ai and Warm Welcome typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Customers.ai and Warm Welcome. 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.
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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About Warm Welcome
Warm Welcome helps you improve your business relationships by leveraging video at every touchpoint. You can create video business cards, site bubbles and send video emails.
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