Integrations IdeaPlan Keep In Touch
IdeaPlan + Keep In Touch

Connect IdeaPlan and Keep In Touch to Build Intelligent Automations

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IdeaPlan

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Keep In Touch

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Frequently Asked Questions

How do I start an integration between IdeaPlan and Keep In Touch?

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

Can we customize how data from IdeaPlan is recorded in Keep In Touch?

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

How often does the data sync between IdeaPlan and Keep In Touch?

The data sync between IdeaPlan and Keep In Touch 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 IdeaPlan to Keep In Touch?

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 IdeaPlan and Keep In Touch?

Yes, you can set conditional logic to control the flow of data between IdeaPlan and Keep In Touch. 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.

IdeaPlan

About IdeaPlan

IdeaPlan is a comprehensive platform designed to help you capture, organize, and prioritize ideas and feedback from your team and customers. Streamline your product development process and ensure that the best ideas are implemented efficiently.

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Keep In Touch

About Keep In Touch

Keep In Touch is a cloud based CRM system for Builders looking to improve their sales process and follow up enquiries automatically using software that can be learnt in under 60 minutes… guaranteed.

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