Connect InVision and Salesdash CRM to Build Intelligent Automations
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Frequently Asked Questions
To start, connect both your InVision and Salesdash CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in InVision triggers actions in Salesdash CRM (or vice versa).
Absolutely. You can customize how InVision data is recorded in Salesdash CRM. This includes choosing which data fields go into which fields of Salesdash CRM, setting up custom formats, and filtering out unwanted information.
The data sync between InVision and Salesdash 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 InVision and Salesdash 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 InVision
InVision is a leading digital product design platform that empowers teams to collaborate, prototype, and iterate on their design projects seamlessly. It offers a suite of tools for creating interactive and high-fidelity prototypes, facilitating design feedback, and managing design workflows efficiently.
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About Salesdash CRM
Salesdash CRM helps small businesses grow sales with our simple client management software.
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