Connect Email and Elevated CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Email
Choose an Action
Automatically do this!
- Request a new Action for Elevated CRM
Enable Integrations or automations with these events of Email and Elevated CRM
Enable Integrations or automations with these events of Email and Elevated CRM
Actions
Viasocket will send email for Human Intervention purpose
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- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
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- Send for Approval acceptCreate Entry of expensesAdd Step
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Frequently Asked Questions
To start, connect both your Email and Elevated CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Email triggers actions in Elevated CRM (or vice versa).
Absolutely. You can customize how Email data is recorded in Elevated CRM. This includes choosing which data fields go into which fields of Elevated CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Email and Elevated CRM 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 Email and Elevated CRM. 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 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.
Learn MoreAbout Elevated CRM
Elevated CRM is a contact management tool that manages your contacts presence on the internet.
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