Connect IdeaPlan and spotler crm to Build Intelligent Automations
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- Request a new Action for spotler crm
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Frequently Asked Questions
To start, connect both your IdeaPlan and spotler crm accounts to viaSocket. Once connected, you can set up a workflow where an event in IdeaPlan triggers actions in spotler crm (or vice versa).
Absolutely. You can customize how IdeaPlan data is recorded in spotler crm. This includes choosing which data fields go into which fields of spotler crm, setting up custom formats, and filtering out unwanted information.
The data sync between IdeaPlan and spotler crm 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 IdeaPlan and spotler 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.
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.
Learn MoreAbout spotler crm
Spotler CRM, part of the Spotler Group, allows you to track customers and sales across the entire pipeline.
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