Connect Entera CRM and cody to Build Intelligent Automations

Choose a Trigger

Entera CRM

When this happens...

Choose an Action

cody

Automatically do this!

Enable Integrations or automations with these events of Entera CRM and cody

Enable Integrations or automations with these events of Entera CRM and cody

Actions

Add New Contact

Add New Contact

Creates a new contact in Entera CRM.

Create Organization

Create Organization

creation of new organizations within the system.

Create Lead

Create Lead

This endpoint allows you to add a new lead to the system.

Create Deal

Create Deal

This endpoint allows you to add a new contact to the system.

Request a new Action for Entera CRM

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Frequently Asked Questions

How do I start an integration between Entera CRM and cody?

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

Can we customize how data from Entera CRM is recorded in cody?

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

How often does the data sync between Entera CRM and cody?

The data sync between Entera CRM and cody 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 Entera CRM to cody?

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 Entera CRM and cody?

Yes, you can set conditional logic to control the flow of data between Entera CRM and cody. 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.

Entera CRM

About Entera CRM

Entera CRM is a comprehensive customer relationship management platform designed to streamline and enhance the way businesses interact with their customers. It offers a suite of tools to manage customer data, track interactions, and automate sales processes, ensuring that businesses can maintain strong relationships and improve customer satisfaction.

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cody

About cody

Cody is an intelligent AI assistant like ChatGPT – with the added benefit of being able to train it on your business, processes with your own knowledge base.

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