Connect innos and Radius CRM to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between innos and Radius CRM?

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

Can we customize how data from innos is recorded in Radius CRM?

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

How often does the data sync between innos and Radius CRM?

The data sync between innos and Radius 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 innos to Radius 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 innos and Radius CRM?

Yes, you can set conditional logic to control the flow of data between innos and Radius 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.

innos

About innos

Innos Note is a knowledge garden that empowers creators to express thoughts and discover new knowledge. It equips curious minds with the right content creation tools to inspire and connect ideas.

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Radius CRM

About Radius CRM

Lead Management & CRM Software for Insurance Agents to Market to Leads, Speak to Clients, and Track Commissions, all with automation.

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