Connect Entera CRM and roi4presenter to Build Intelligent Automations
Enable Integrations or automations with these events of Entera CRM and roi4presenter
Enable Integrations or automations with these events of Entera CRM and roi4presenter
Actions
Add New Contact
Creates a new contact in Entera CRM.
Create Organization
creation of new organizations within the system.
Create Lead
This endpoint allows you to add a new lead to the system.
Create Deal
This endpoint allows you to add a new contact to the system.
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Frequently Asked Questions
To start, connect both your Entera CRM and roi4presenter accounts to viaSocket. Once connected, you can set up a workflow where an event in Entera CRM triggers actions in roi4presenter (or vice versa).
Absolutely. You can customize how Entera CRM data is recorded in roi4presenter. This includes choosing which data fields go into which fields of roi4presenter, setting up custom formats, and filtering out unwanted information.
The data sync between Entera CRM and roi4presenter 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 Entera CRM and roi4presenter. 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 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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About roi4presenter
ROI4Presenter is a Web service and mobile application for online presentations and product demo, lead generation and outreach.
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