Connect HeySummit and Portal CX to Build Intelligent Automations

Choose a Trigger

HeySummit

When this happens...

Choose an Action

Portal CX

Automatically do this!

Enable Integrations or automations with these events of HeySummit and Portal CX

Enable Integrations or automations with these events of HeySummit and Portal CX

Triggers

New Attendee

New Attendee

Triggers when a new attendee registers for your HeySummit event.

New Talk Attendeee

New Talk Attendeee

Triggers when a new attendee registers for a Talk within your HeySummit Event.

Ticket Purchased

Ticket Purchased

runs when new attendee registers

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Frequently Asked Questions

How do I start an integration between HeySummit and Portal CX?

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

Can we customize how data from HeySummit is recorded in Portal CX?

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

How often does the data sync between HeySummit and Portal CX?

The data sync between HeySummit and Portal CX 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 HeySummit to Portal CX?

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 HeySummit and Portal CX?

Yes, you can set conditional logic to control the flow of data between HeySummit and Portal CX. 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.

HeySummit

About HeySummit

HeySummit is a platform to help you increase engagement, conversions and revenue for your online summits.

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Portal CX

About Portal CX

PortalCX helps you give your customers a real-time view of their projects to reduce churn, cut support costs, and improve customer satisfaction. All through Portals customized to your business.

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