Connect Leadrat and Cash Flow Portal to Build Intelligent Automations
Enable Integrations or automations with these events of Leadrat and Cash Flow Portal
Enable Integrations or automations with these events of Leadrat and Cash Flow Portal
Actions
Create Lead
Create a new lead in Leadrat including contact, property, schedule, and team details.
Get Leads
Get All Leads from LeadRAT
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Frequently Asked Questions
To start, connect both your Leadrat and Cash Flow Portal accounts to viaSocket. Once connected, you can set up a workflow where an event in Leadrat triggers actions in Cash Flow Portal (or vice versa).
Absolutely. You can customize how Leadrat data is recorded in Cash Flow Portal. This includes choosing which data fields go into which fields of Cash Flow Portal, setting up custom formats, and filtering out unwanted information.
The data sync between Leadrat and Cash Flow Portal 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 Leadrat and Cash Flow Portal. 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.
About Leadrat
Leadrat is a cutting-edge platform designed to enhance lead management and conversion strategies. It offers tools to streamline the process of capturing, tracking, and nurturing leads, ensuring businesses can maximize their sales potential.
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