Connect Customers.ai and xconnect to Build Intelligent Automations

Choose a Trigger

Customers.ai

When this happens...

Choose an Action

xconnect

Automatically do this!

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

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

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 xconnect?

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

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

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

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

The data sync between Customers.ai and xconnect 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 xconnect?

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 xconnect?

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

About xconnect

xConnect Remote Management Platform allows you to monitor your system hardware remotely and provide notification for potential service issues.

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