When this happens...
New Contact

Automatically do this!
Enable Integrations or automations with these events of Insighto.ai and mcgill-crm
Triggers when a new contact is created.
Creates a Contact in the system.
Adds a text blob into an existing Data Source.

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Insighto.ai and mcgill-crm accounts to viaSocket. Once connected, you can set up a workflow where an event in Insighto.ai triggers actions in mcgill-crm (or vice versa).
Absolutely. You can customize how Insighto.ai data is recorded in mcgill-crm. This includes choosing which data fields go into which fields of mcgill-crm, setting up custom formats, and filtering out unwanted information.
The data sync between Insighto.ai and mcgill-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 Insighto.ai and mcgill-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.
Insighto.ai is a LLM-powered platform to create AI agents & automate business workflows
Learn MoreQuick and easily coordinate Sales and Marketing of new real estate using McGill CRM. Generate a complete sales contract with electronic signatures in less than 5 minutes.
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