Connect Finaeo and genoo to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between Finaeo and genoo?

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

Can we customize how data from Finaeo is recorded in genoo?

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

How often does the data sync between Finaeo and genoo?

The data sync between Finaeo and genoo 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 Finaeo to genoo?

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 Finaeo and genoo?

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

Finaeo

About Finaeo

Finaeo is a digital marketplace empowering independent life and health insurance brokers to increase efficiency and take clients from prospect-to-policy.

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genoo

About genoo

Marketing Automation and Online Marketing Tools for small and midsized organizations. Includes comprehensive lead database, activity tracking and scoring, email marketing, and lead nurturing. Also contains integrated CRM for small sales teams.

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