IntegrationsEmailCentrixOne
Email + CentrixOne

Connect Email and CentrixOne to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between Email and CentrixOne?

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

Can we customize how data from Email is recorded in CentrixOne?

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

How often does the data sync between Email and CentrixOne?

The data sync between Email and CentrixOne 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 Email to CentrixOne?

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 Email and CentrixOne?

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

Email

About Email

Human Intervention is a powerful tool designed to facilitate seamless human interaction within automated workflows. It allows users to pause automation processes and request human input or approval before proceeding, ensuring accuracy and compliance in critical tasks.

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CentrixOne

About CentrixOne

CentrixOne is a full featured yet easy-to-use CRM, e-mail and marketing automation platform for SMB’s.

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