Connect Lemlist and CCH Axcess to Build Intelligent Automations
Choose a Trigger
When this happens...
Unsubscribed Recipient
New Campaign
New Company
Choose an Action
Automatically do this!
- Request a new Action for CCH Axcess
Enable Integrations or automations with these events of Lemlist and CCH Axcess
Enable Integrations or automations with these events of Lemlist and CCH Axcess
Triggers
Unsubscribed Recipient
Triggers when a recipient be unsubscribes from an email subscription list.
New Campaign
Triggers when a new campaign is created.
New Company
Triggers when a new company is created.
Actions
Add Lead to campaign
Add lead to a campaign
Search Lead
Search a lead
Add Recipient to Unsubscribe List
Add a recipient to unsubscribe list
Resume Lead From All Campaigns
Resume lead from all campaigns
Remove Lead From Unsubscribe
Remove lead from unsubscribe
Remove Lead From Campaign
Remove lead from a campaign
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Frequently Asked Questions
To start, connect both your Lemlist and CCH Axcess accounts to viaSocket. Once connected, you can set up a workflow where an event in Lemlist triggers actions in CCH Axcess (or vice versa).
Absolutely. You can customize how Lemlist data is recorded in CCH Axcess. This includes choosing which data fields go into which fields of CCH Axcess, setting up custom formats, and filtering out unwanted information.
The data sync between Lemlist and CCH Axcess 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 Lemlist and CCH Axcess. 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 Lemlist
lemlist is an email outreach platform that enables users to create, send, and track personalized email campaigns. It offers features like automated follow-ups, A/B testing, and detailed analytics to help improve email outreach efforts.
Learn MoreAbout CCH Axcess
CCH Axcess is a cloud-based tax and accounting software solution designed to streamline and enhance the efficiency of accounting firms. It offers a comprehensive suite of tools for tax preparation, compliance, and workflow management, enabling professionals to manage their clients' financial data with ease and accuracy. With its integrated platform, CCH Axcess facilitates collaboration, improves productivity, and ensures compliance with the latest tax regulations.
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