Connect Entera CRM and VectorShift to Build Intelligent Automations
Enable Integrations or automations with these events of Entera CRM and VectorShift
Enable Integrations or automations with these events of Entera CRM and VectorShift
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.
Create Pipeline
Creates a new VectorShift pipeline with the provided name and optional description.
List Pipelines
Retrieve the pipelines available to the current user. Optional parameters: include pipelines shared with you and return full pipeline objects instead of only IDs.
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Frequently Asked Questions
To start, connect both your Entera CRM and VectorShift accounts to viaSocket. Once connected, you can set up a workflow where an event in Entera CRM triggers actions in VectorShift (or vice versa).
Absolutely. You can customize how Entera CRM data is recorded in VectorShift. This includes choosing which data fields go into which fields of VectorShift, setting up custom formats, and filtering out unwanted information.
The data sync between Entera CRM and VectorShift 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 VectorShift. 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.
Learn MoreAbout VectorShift
VectorShift is an advanced AI platform designed to enhance data analysis and visualization. It leverages cutting-edge machine learning algorithms to transform complex datasets into actionable insights, making it an essential tool for businesses looking to optimize their decision-making processes.
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