Connect LUQA CRM and Klipfolio to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for LUQA CRM
Choose an Action
Automatically do this!
Add User to Group
Delete User from Group
Reset Password operation
Resend Invitation
Create/Update User Properties
Delete User Properties
Assign User to Role
Remove User from Role
Delete User Tab Instance
Add a user to the role
Remove a User from Role
Create New Group
Update Group Details
Delete Group
Create New Tab
Update Tab Details
Delete Tab
Create New Klip
Update Klip Details
Delete Klip
Add Klip to Tab
Delete Klip from Tab
Enable Integrations or automations with these events of LUQA CRM and Klipfolio
Enable Integrations or automations with these events of LUQA CRM and Klipfolio
Actions
Create a New lead
Create a lead with contact info, priority, owner and optional address, tax details, or comments.
Add User to Group
Add a specified user to one group at a time.
Delete User from Group
Delete a specified user from specified groups.
Reset Password operation
Resend the invitation email to a new user.
Resend Invitation
Resend the invitation email to a new user.
Create/Update User Properties
Create/Update User Properties .
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Frequently Asked Questions
To start, connect both your LUQA CRM and Klipfolio accounts to viaSocket. Once connected, you can set up a workflow where an event in LUQA CRM triggers actions in Klipfolio (or vice versa).
Absolutely. You can customize how LUQA CRM data is recorded in Klipfolio. This includes choosing which data fields go into which fields of Klipfolio, setting up custom formats, and filtering out unwanted information.
The data sync between LUQA CRM and Klipfolio 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 LUQA CRM and Klipfolio. 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 LUQA CRM
Luca CRM is a comprehensive customer relationship management tool designed to streamline your sales and customer service processes. With features that enhance contact management, sales tracking, and customer interaction, Luca CRM helps businesses build stronger relationships and improve customer satisfaction.
Learn MoreAbout Klipfolio
Klipfolio makes it easy and affordable to build and share real-time dashboards. We connect to 400+ data sources and have 100+ pre-built visualizations to help you get started in minutes. Combine data from multiple data sources into a single visualization to build the metrics you need to run your business.
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