Connect ezzycrm and Wally to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between ezzycrm and Wally?

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

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

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

How often does the data sync between ezzycrm and Wally?

The data sync between ezzycrm and Wally 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 Wally?

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 Wally?

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

About Wally

Wally is a comprehensive personal finance management platform that helps users track their expenses, set budgets, and achieve their financial goals. With intuitive tools and insights, Wally empowers individuals to take control of their financial well-being.

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