Connect Easybroker and salesoptima to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact Created
New Contact Request
Choose an Action
Automatically do this!
- Request a new Action for salesoptima
Enable Integrations or automations with these events of Easybroker and salesoptima
Enable Integrations or automations with these events of Easybroker and salesoptima
Triggers
New Contact Created
Runs when new contact is created
New Contact Request
Runs when new contact request is created
Actions
List All Contacts
Get all contacts from your EasyBroker account.
Create a Contact Request
Creates a Contact Request in your EasyBroker account for a lead.
Get Contact Requests
Gets a list of contact requests
Get Contact
Get a contact's details by contact ID.
Get Property
Get the details of a specific property using its property ID.
List All Collaborations
Show all collaborations for the connected EasyBroker account
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Frequently Asked Questions
To start, connect both your Easybroker and salesoptima accounts to viaSocket. Once connected, you can set up a workflow where an event in Easybroker triggers actions in salesoptima (or vice versa).
Absolutely. You can customize how Easybroker data is recorded in salesoptima. This includes choosing which data fields go into which fields of salesoptima, setting up custom formats, and filtering out unwanted information.
The data sync between Easybroker and salesoptima 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 Easybroker and salesoptima. 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 Easybroker
The EasyBroker integration allows you to access your company's properties, register or check potential clients, among other operations.
Learn MoreAbout 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.
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