Connect infinitecrm and loanzify to Build Intelligent Automations
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- Request a new Action for loanzify
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Frequently Asked Questions
To start, connect both your infinitecrm and loanzify accounts to viaSocket. Once connected, you can set up a workflow where an event in infinitecrm triggers actions in loanzify (or vice versa).
Absolutely. You can customize how infinitecrm data is recorded in loanzify. This includes choosing which data fields go into which fields of loanzify, setting up custom formats, and filtering out unwanted information.
The data sync between infinitecrm and loanzify 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 infinitecrm and loanzify. 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 infinitecrm
InfiniteCRM is a CRM platform designed to meet the needs of different business areas, from sales force to marketing, customer care to call centre. InfiniteCRM boosts your business by creating winning, enduring relationships with leads, prospects, customers and partners.
Learn MoreAbout loanzify
Loanzify Digital POS platform is a fully customizable loan and client management tool.
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