Connect Dovetail and oppbot to Build Intelligent Automations

Choose a Trigger

Dovetail

When this happens...

Choose an Action

oppbot

Automatically do this!

Enable Integrations or automations with these events of Dovetail and oppbot

Enable Integrations or automations with these events of Dovetail and oppbot

Triggers

New Project

New Project

Triggers when a new project is created

New Insight

New Insight

Request a new Trigger for Dovetail

Actions

Create Note

Create Note

Create Data Point

Create Data Point

Add Data to Project

Add Data to Project

Add Data to Project.

List Tags

List Tags

List of all tags associated with a workspace

List Insights

List Insights

List of insights associated with a workspace.

List Contacts

List Contacts

List of contacts within a workspace.

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Frequently Asked Questions

How do I start an integration between Dovetail and oppbot?

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

Can we customize how data from Dovetail is recorded in oppbot?

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

How often does the data sync between Dovetail and oppbot?

The data sync between Dovetail and oppbot 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 Dovetail to oppbot?

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 Dovetail and oppbot?

Yes, you can set conditional logic to control the flow of data between Dovetail and oppbot. 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.

Dovetail

About Dovetail

Dovetail lets you organize user research data, analyze it together, and share insights with your team. Understand your customers with Dovetail and build better things.

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oppbot

About oppbot

OppBot is an AI assistant for demand generation teams that converts your underserved leads into sales-ready opportunities for your sales team.

Learn More