Connect keen and upsales to Build Intelligent Automations

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upsales

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Frequently Asked Questions

How do I start an integration between keen and upsales?

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

Can we customize how data from keen is recorded in upsales?

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

How often does the data sync between keen and upsales?

The data sync between keen and upsales 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 keen to upsales?

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 keen and upsales?

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

keen

About keen

Keen automates your referral management and allows you to scale your partnership programmes.

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upsales

About upsales

The revenue engine for fast-growing businesses. You need to move fast and sell more. You need a revenue engine with CRM and Marketing Automation that can handle it. Unite sales and marketing with one platform for the whole customer journey.

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