IntegrationsEntera CRMFingertip
Entera CRM + Fingertip

Connect Entera CRM and Fingertip to Build Intelligent Automations

Choose a Trigger

Entera CRM

When this happens...

Choose an Action

Fingertip

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Booking Cancelled

Booking Cancelled

Triggers when a booking is cancelled.

Booking Created

Booking Created

Triggers when a new booking is created.

Booking Rescheduled

Booking Rescheduled

Triggers when a booking is rescheduled.

New Site Contact

New Site Contact

Triggers when a new site contact is created.

New Order

New Order

Triggers when an order is created.

New Form Response

New Form Response

Triggers when a new form response is created.

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Do thisActions

Action is the task that follows automatically within your Entera CRM integrations.

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.

Create Site Contact

Create Site Contact

Create a site contact in Fingertip.

Create Site

Create Site

Create a new site with ready-to-use pages, themes, and blocks.

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Frequently Asked Questions

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

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

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

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

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

The data sync between Entera CRM and Fingertip 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 Fingertip?

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 Fingertip?

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

About Fingertip

Fingertip is a comprehensive platform designed to enhance team collaboration and productivity. It offers tools and features that facilitate seamless communication, task management, and project tracking, making it an ideal solution for businesses looking to streamline their operations and improve team efficiency.

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