Connect EKM and salesnexus to Build Intelligent Automations
Choose a Trigger
When this happens...
New Customer
New Order
New Product
Choose an Action
Automatically do this!
- Request a new Action for salesnexus
Enable Integrations or automations with these events of EKM and salesnexus
Enable Integrations or automations with these events of EKM and salesnexus
Triggers
New Customer
Runs when a new customer is created.
New Order
Trigger when new order is created in your account.
New Product
Trigger when new product is created in your account.
Actions
Create Customer
Add a new customer to the EKM account.
Create Product
Add a new Product to the EKM account.
Update Product
Update the details of an existing product.
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Frequently Asked Questions
To start, connect both your EKM and salesnexus accounts to viaSocket. Once connected, you can set up a workflow where an event in EKM triggers actions in salesnexus (or vice versa).
Absolutely. You can customize how EKM data is recorded in salesnexus. This includes choosing which data fields go into which fields of salesnexus, setting up custom formats, and filtering out unwanted information.
The data sync between EKM and salesnexus 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 EKM and salesnexus. 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 salesnexus
SalesNexus is lead generation, lead management plus sales process automation and full featured CRM, that's simple to set up and use.
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