Integrations involveme Customers.ai
involveme + Customers.ai

Connect involveme and Customers.ai to Build Intelligent Automations

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involveme

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Customers.ai

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Enable Integrations or automations with these events of involveme and Customers.ai

Enable Integrations or automations with these events of involveme and Customers.ai

Actions

Create Contact

Create Contact

Create a new contact in Customers.ai using phone or email, channel, optional name, and custom attributes.

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Frequently Asked Questions

How do I start an integration between involveme and Customers.ai?

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

Can we customize how data from involveme is recorded in Customers.ai?

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

How often does the data sync between involveme and Customers.ai?

The data sync between involveme and Customers.ai 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 involveme to Customers.ai?

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 involveme and Customers.ai?

Yes, you can set conditional logic to control the flow of data between involveme and Customers.ai. 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.

involveme

About involveme

involve.me is a customer experience platform. Everything you need to capture leads, collect feedback & activate your audience.

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Customers.ai

About Customers.ai

Customers.ai is a lead-generating and outbound automation platform. Find who your customers are and contact them.

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