Connect followup-crm and Lead Updates to Build Intelligent Automations
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Frequently Asked Questions
To start, connect both your followup-crm and Lead Updates accounts to viaSocket. Once connected, you can set up a workflow where an event in followup-crm triggers actions in Lead Updates (or vice versa).
Absolutely. You can customize how followup-crm data is recorded in Lead Updates. This includes choosing which data fields go into which fields of Lead Updates, setting up custom formats, and filtering out unwanted information.
The data sync between followup-crm and Lead Updates typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between followup-crm and Lead Updates. 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.
About followup-crm
Followup CRM allows construction contractors to keep track of leads, jobs, and bids, upload photos and documents from anywhere with our cloud-based software.
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About Lead Updates
Powerful Deal-Closing Sales Engagement Software. Maximize your reach with our scalable, multi-channel engagement platform driven by real data, customized strategy, and full automation.
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