Connect ezzycrm and clnto to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between ezzycrm and clnto?

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

Can we customize how data from ezzycrm is recorded in clnto?

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

How often does the data sync between ezzycrm and clnto?

The data sync between ezzycrm and clnto 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 ezzycrm to clnto?

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 ezzycrm and clnto?

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

ezzycrm

About ezzycrm

EzzyCRM is a Customer Relationship Management software that helps companies to manage sales team, assign task and followup, track pipeline, and visualize deal stages for better ROI.

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clnto

About clnto

Clnto simplifies agency client management: leads, proposals, CRM, invoicing, and revenue tracking all in one software.

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