Connect Entera CRM and yobi to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Entera CRM
Choose an Action
Automatically do this!
- Request a new Action for yobi
Enable Integrations or automations with these events of Entera CRM and yobi
Enable Integrations or automations with these events of Entera CRM and yobi
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.
Know More About Entera Crm and Yobi Integrations
How viaSocket Works | A Complete Guide
Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.
5 Simple Automation Hacks to Make Your Team Free
Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
Frequently Asked Questions
To start, connect both your Entera CRM and yobi accounts to viaSocket. Once connected, you can set up a workflow where an event in Entera CRM triggers actions in yobi (or vice versa).
Absolutely. You can customize how Entera CRM data is recorded in yobi. This includes choosing which data fields go into which fields of yobi, setting up custom formats, and filtering out unwanted information.
The data sync between Entera CRM and yobi 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 yobi. 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 yobi
With Yobi you can make calls, send SMS messages and respond to Social Media messages in one app.
Learn MoreviaSocket
For SaaS
For AI Agent Builders
Support
Automation Experts
Plans, Pricing and Offer
AI & Automation
© 2025 viaSocket |Privacy,TermsandData Retention & Deletion Policy
Walkover Web Solutions Pvt Ltd. | All rights reserved.