Connect Leadrat and SAM.ai to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between Leadrat and SAM.ai?

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

Can we customize how data from Leadrat is recorded in SAM.ai?

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

How often does the data sync between Leadrat and SAM.ai?

The data sync between Leadrat and SAM.ai 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 Leadrat to SAM.ai?

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 Leadrat and SAM.ai?

Yes, you can set conditional logic to control the flow of data between Leadrat and SAM.ai. 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.

Leadrat

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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SAM.ai

About SAM.ai

SAM is a sales and marketing tool that lets you organize and manage your leads, opportunities, accounts & partners with efficient features.

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