Connect dastra and Flexie CRM to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between dastra and Flexie CRM?

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

Can we customize how data from dastra is recorded in Flexie CRM?

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

How often does the data sync between dastra and Flexie CRM?

The data sync between dastra and Flexie CRM 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 dastra to Flexie CRM?

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 dastra and Flexie CRM?

Yes, you can set conditional logic to control the flow of data between dastra and Flexie CRM. 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.

dastra

About dastra

Dastra is a simple and guided data protection solution to make your entire organization accountable for risks around personal data. Simplify tasks and make sure they meet compliance standards.

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Flexie CRM

About Flexie CRM

Flexie CRM solution is built to help sales teams stay organized, nurture leads, close more deals, and improve overall productivity.

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