Connect EZICHEQ and Wortal CRM to Build Intelligent Automations

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EZICHEQ

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Wortal CRM

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Enable Integrations or automations with these events of EZICHEQ and Wortal CRM

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Frequently Asked Questions

How do I start an integration between EZICHEQ and Wortal CRM?

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

Can we customize how data from EZICHEQ is recorded in Wortal CRM?

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

How often does the data sync between EZICHEQ and Wortal CRM?

The data sync between EZICHEQ and Wortal CRM 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 EZICHEQ to Wortal CRM?

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 EZICHEQ and Wortal CRM?

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

EZICHEQ

About EZICHEQ

Your team's most valuable asset, EZICHEQ can manage any item across every industry. Where there's something worth tracking and checking - from construction to education, healthcare and more ... EZICHEQ makes work easy.

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Wortal CRM

About Wortal CRM

Wortal CRM is a comprehensive customer relationship management platform designed to streamline your sales and customer service processes. It offers tools for managing contacts, tracking sales, and enhancing customer interactions, making it ideal for businesses looking to improve their customer engagement and sales efficiency.

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