Connect Email and Revamp 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 Revamp CRM
Enable Integrations or automations with these events of Email and Revamp CRM
Enable Integrations or automations with these events of Email and Revamp 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 Revamp CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Email triggers actions in Revamp CRM (or vice versa).
Absolutely. You can customize how Email data is recorded in Revamp CRM. This includes choosing which data fields go into which fields of Revamp CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Email and Revamp 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 Revamp 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 Revamp CRM
Revamp CRM is a Sales & Marketing CRM. Make more sales whether you are using multiple sales pipelines or an eCommerce store.
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