Connect exly and upscale to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between exly and upscale?

To start, connect both your exly and upscale accounts to viaSocket. Once connected, you can set up a workflow where an event in exly triggers actions in upscale (or vice versa).

Can we customize how data from exly is recorded in upscale?

Absolutely. You can customize how exly data is recorded in upscale. This includes choosing which data fields go into which fields of upscale, setting up custom formats, and filtering out unwanted information.

How often does the data sync between exly and upscale?

The data sync between exly and upscale typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from exly to upscale?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between exly and upscale?

Yes, you can set conditional logic to control the flow of data between exly and upscale. 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.

exly

About exly

An all-in-one solution built to help enterprises run businesses & manage their community using our sales and marketing suite and robust CRM.

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upscale

About upscale

Upscale is a sales engagement platform that helps SDRs maintain pipeline consistency & crush revenue goals faster with structured outreach.

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