IntegrationsExpiration Remindersalesroom
Expiration Reminder + salesroom

Connect Expiration Reminder and salesroom to Build Intelligent Automations

Choose a Trigger

Expiration Reminder

When this happens...

Choose an Action

salesroom

Automatically do this!

Enable Integrations or automations with these events of Expiration Reminder and salesroom

Enable Integrations or automations with these events of Expiration Reminder and salesroom

Actions

Create Contact

Create Contact

Adds a new contact to your account.

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Frequently Asked Questions

How do I start an integration between Expiration Reminder and salesroom?

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

Can we customize how data from Expiration Reminder is recorded in salesroom?

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

How often does the data sync between Expiration Reminder and salesroom?

The data sync between Expiration Reminder and salesroom 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 Expiration Reminder to salesroom?

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 Expiration Reminder and salesroom?

Yes, you can set conditional logic to control the flow of data between Expiration Reminder and salesroom. 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.

Expiration Reminder

About Expiration Reminder

Automatically track and manage expiration dates for various items such as contracts, licenses, insurances, and more to ensure timely renewals and compliance.

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salesroom

About salesroom

Salesroom: AI powered sales calls - LIVE enablement, analytics, auto CRM updates, and more.

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