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When this happensTriggers
A trigger is an event that starts a workflow.
Triggered when a new company record is created in Solve360.
Triggers when you add a new contact.
Triggers when a specific tag is applied to a contact.
Triggers when update a contact.
Action is the task that follows automatically within your LeadConnector integrations.
Creates a new task.
Add one or more tags to a specific contact in LeadConnector.
Update the details of an existing task by its ID.
Find the details of a task by its id.
Delete the task by its id.
Creates a new contact.

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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 LeadConnector and Solve CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in LeadConnector triggers actions in Solve CRM (or vice versa).
Absolutely. You can customize how LeadConnector data is recorded in Solve CRM. This includes choosing which data fields go into which fields of Solve CRM, setting up custom formats, and filtering out unwanted information.
The data sync between LeadConnector and Solve 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 LeadConnector and Solve 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.
LeadConnector is a comprehensive marketing and CRM platform designed for businesses to manage their sales, marketing, and customer relationship efforts seamlessly in one place.
Learn MoreSolve360 is a modern CRM and project management tool designed to help businesses streamline their customer relationship processes and manage projects efficiently. It offers a range of features including contact management, task tracking, and collaboration tools to enhance productivity and improve client interactions.
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