Connect ezzycrm and ponto to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between ezzycrm and ponto?

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

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

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

How often does the data sync between ezzycrm and ponto?

The data sync between ezzycrm and ponto 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 ponto?

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 ponto?

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

About ponto

Ponto lets companies automate their finances by offering an API on top of 150+ European banks. Ponto is an Isabel Group product licensed in Belgium.

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