When this happens...

Automatically do this!
Enable Integrations or automations with these events of Entera CRM and upfluence
Creates a new contact in Entera CRM.
creation of new organizations within the system.
This endpoint allows you to add a new lead to the system.
This endpoint allows you to add a new contact to the system.
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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Entera CRM and upfluence accounts to viaSocket. Once connected, you can set up a workflow where an event in Entera CRM triggers actions in upfluence (or vice versa).
Absolutely. You can customize how Entera CRM data is recorded in upfluence. This includes choosing which data fields go into which fields of upfluence, setting up custom formats, and filtering out unwanted information.
The data sync between Entera CRM and upfluence 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 upfluence. 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 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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