Connect Knack and Flexie CRM to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between Knack and Flexie CRM?

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

Can we customize how data from Knack is recorded in Flexie CRM?

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

How often does the data sync between Knack and Flexie CRM?

The data sync between Knack and Flexie 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 Knack to Flexie 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 Knack and Flexie CRM?

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

Knack

About Knack

Knack is a no-code platform that enables users to build custom databases and applications without writing a single line of code. It offers a user-friendly interface for creating powerful, data-driven workflows and apps tailored to specific business needs. With robust integration options, Knack helps streamline processes and improve efficiency for teams across various industries.

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Flexie CRM

About Flexie CRM

Flexie CRM solution is built to help sales teams stay organized, nurture leads, close more deals, and improve overall productivity.

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