Connect Envoy for Visitors and Pulse CRM to Build Intelligent Automations
Enable Integrations or automations with these events of Envoy for Visitors and Pulse CRM
Enable Integrations or automations with these events of Envoy for Visitors and Pulse CRM
Triggers
Visitor Invited
Triggers when a visitor invite is created in Envoy.
Explore more automations built by businesses and experts
Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Social Media Post Creation and Scheduling Across Multiple Platforms
- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
- YoutubeYoutube Video ScriptYoutube Description VideoCreate an Avatar VideoDelayRetrieve Shareable Link for a Video1Upload VideoAdd Step
- TwitterTwitter TweetPost a TweetAdd Step
- LinkedinLinkedin ArticleCreate a linkedin Article or URL postAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your Envoy for Visitors and Pulse CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Envoy for Visitors triggers actions in Pulse CRM (or vice versa).
Absolutely. You can customize how Envoy for Visitors data is recorded in Pulse CRM. This includes choosing which data fields go into which fields of Pulse CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Envoy for Visitors and Pulse CRM 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 Envoy for Visitors and Pulse CRM. 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 Envoy for Visitors
Envoy is a leading platform for workplace management, offering solutions for visitor management, room booking, and employee sign-in. It helps businesses streamline their operations and enhance security.
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About Pulse CRM
Gets all contacts from your Pulse CRM account. Requires Pulse Pro subscription, use token provided in account to connect.
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