Connect followup-crm and whmcs to Build Intelligent Automations

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followup-crm

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whmcs

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Frequently Asked Questions

How do I start an integration between followup-crm and whmcs?

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

Can we customize how data from followup-crm is recorded in whmcs?

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

How often does the data sync between followup-crm and whmcs?

The data sync between followup-crm and whmcs 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 followup-crm to whmcs?

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 followup-crm and whmcs?

Yes, you can set conditional logic to control the flow of data between followup-crm and whmcs. 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.

followup-crm

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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whmcs

About whmcs

WHMCS is a complete client management package, supporting billing & support solutions for any online business.

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