Enable Integrations or automations with these events of LeadConnector and Yoobi Software
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 Yoobi Software accounts to viaSocket. Once connected, you can set up a workflow where an event in LeadConnector triggers actions in Yoobi Software (or vice versa).
Absolutely. You can customize how LeadConnector data is recorded in Yoobi Software. This includes choosing which data fields go into which fields of Yoobi Software, setting up custom formats, and filtering out unwanted information.
The data sync between LeadConnector and Yoobi Software 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 Yoobi Software. 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 MoreYoobi is Cloud software for CRM, project management, time tracking, leave, expenses, planning and invoicing in one tool. Yoobi is used by companies of all sizes.
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