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Dovetail

Dovetail

Create integrations between Dovetail and your favorite App

Create effective Dovetail automations in minutes by using pre-made templates that are customized for your needs

Select Any App to connect with Dovetail

Dovetail

Dovetail

salestrekker

salestrekker

Salestrekker is CRM software for finance professionals.

salesroom

salesroom

Salesroom: AI powered sales calls - LIVE enablement, analytics, auto CRM updates, and more.

salesquared

salesquared

Salesquared is a leading email validation service. We provide APIs with complete SDKs and integrations, so you can seamlessly automate your email collection process. Validating email addresses in real-time is easier than ever.

salesql

salesql

SalesQL allows you to enrich social network profiles with contact information, track leads, make notes and save prospects into projects.

SalesPark.io

SalesPark.io

Payment solution for small businesses in the Portuguese market

salespanel

salespanel

Salespanel brings all your leads in a single screen when they engage with your emails, marketing newsletters, website page or webforms.

salesoptima

salesoptima

SalesOptima is an online Customer Relationship Management (CRM) service that conveniently enables you to organize, manage, and nurture your customer contacts in the office or on the go.

salesmsg

salesmsg

Salesmsg is a two-way text messaging software to allows you to send and receive text messages online from real local phone numbers.

salesmap

salesmap

SalesMap is a data-driven CRM for sales growth.

saleslens

saleslens

SalesLens is an AI platform for real-time call quality scorecards..

saleshive

saleshive

SalesHive uses cold calling, email, LinkedIn, and direct mail to book meetings with qualified buyers for your sales team.

saleshandy

saleshandy

With Saleshandy, businesses send personalized emails and automated follow-ups on a large scale to generate qualified leads and drive increased sales.

Actions and Triggers

When this happensTriggers

New Project

New Project

Triggers when a new project is created

New Insight

New Insight

Request a new trigger

Do thisActions

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.

Real-World Use Cases of Dovetail Integrations

See how Dovetail integrates with popular apps to automate tasks and streamline your workflow.

Sync records with external applications and databases
Generate detailed reports and dashboards from data
Track project progress and task statuses in real-time
Manage and organize data efficiently with custom views
Integrate with collaboration tools for seamless workflows
Automate notifications and alerts based on data changes
Collaborate on data management and analysis with teams
  • Integrate dovetail with Salesforce to sync records, ensuring that customer data is consistently updated across your CRM and dovetail databases.
  • Integrate dovetail with MySQL to automatically sync records, facilitating seamless data exchange between dovetail and your SQL databases.

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Frequently asked questions

  • How do you map data in viaSocket workflows?
  • Data mapping in viaSocket involves defining how information flows from one application to another in your automation. You specify which data from the trigger event should be used in your action step.
  • How does viaSocket handle errors or exceptions in automated workflows?
  • viaSocket includes error handling mechanisms in automated workflows to detect and address errors or exceptions that may occur during execution.
  • Is it possible to customize automated workflows according to my business needs?
  • Yes, viaSocket offers flexibility and customization options for automated workflows. Users can tailor workflows to fit their specific business requirements by configuring triggers, actions, conditions, and integrations to suit their unique processes and workflows.
  • What happens if one of the connected apps changes its API or functionality?
  • viaSocket regularly updates its integrations to ensure compatibility with new app versions, features, and APIs released by app developers. These updates help maintain seamless functionality and ensure that integrations continue to work effectively over time.
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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viaSocket

About viaSocket

viasocket is an innovative and versatile workflow automation platform designed to streamline and simplify the integration of your favorite applications and to

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