Connect Enrich CRM and Vistaly to Build Intelligent Automations
Enable Integrations or automations with these events of Enrich CRM and Vistaly
Enable Integrations or automations with these events of Enrich CRM and Vistaly
Actions
Enrich Person & Company
Enrich a person or company from a domain, email, or LinkedIn URL and optionally return firmographics, technology, and financial details.
Create Feedback
Create a feedback entry in Vistaly from a user's submission, including provider details, optional recipient, timestamp, and page URL.
Add Card Metric
Add a numeric metric datapoint to a specific card. Optionally provide a timestamp; leave blank to use the current time.
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Frequently Asked Questions
To start, connect both your Enrich CRM and Vistaly accounts to viaSocket. Once connected, you can set up a workflow where an event in Enrich CRM triggers actions in Vistaly (or vice versa).
Absolutely. You can customize how Enrich CRM data is recorded in Vistaly. This includes choosing which data fields go into which fields of Vistaly, setting up custom formats, and filtering out unwanted information.
The data sync between Enrich CRM and Vistaly 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 Enrich CRM and Vistaly. 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 Enrich CRM
Enrich CRM is a comprehensive customer relationship management platform designed to streamline your sales and customer service processes. It offers robust tools for managing customer interactions, tracking sales leads, and enhancing customer satisfaction.
Learn MoreAbout Vistaly
Vistaly is a comprehensive platform designed to enhance productivity and streamline project management. It offers tools for task management, team collaboration, and efficient workflow automation, making it ideal for businesses looking to optimize their operations.
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