Connect Formilla and Clarity CRM to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between Formilla and Clarity CRM?

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

Can we customize how data from Formilla is recorded in Clarity CRM?

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

How often does the data sync between Formilla and Clarity CRM?

The data sync between Formilla and Clarity CRM 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 Formilla to Clarity CRM?

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 Formilla and Clarity CRM?

Yes, you can set conditional logic to control the flow of data between Formilla and Clarity CRM. 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.

Formilla

About Formilla

Formilla.com is a leading provider of customer messaging software using a combination of Live Chat, Email, and In-app messaging tools in one powerful platform.

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Clarity CRM

About Clarity CRM

Clarity CRM is a customer relationship management tool that lets you to manage account, contacts and build invoices and orders.

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