Connect LUQA CRM and TaxAct to Build Intelligent Automations
Enable Integrations or automations with these events of LUQA CRM and TaxAct
Enable Integrations or automations with these events of LUQA CRM and TaxAct
Actions
Create New Lead
Create a lead with contact details, priority, owner, and optional address, tax numbers, or comments.
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Frequently Asked Questions
To start, connect both your LUQA CRM and TaxAct accounts to viaSocket. Once connected, you can set up a workflow where an event in LUQA CRM triggers actions in TaxAct (or vice versa).
Absolutely. You can customize how LUQA CRM data is recorded in TaxAct. This includes choosing which data fields go into which fields of TaxAct, setting up custom formats, and filtering out unwanted information.
The data sync between LUQA CRM and TaxAct 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 TaxAct. 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.
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About TaxAct
TaxAct is a comprehensive tax preparation software designed to help individuals and businesses efficiently manage their tax filing processes. With user-friendly tools and resources, TaxAct simplifies the complexities of tax calculations, ensuring accurate and timely submissions. It offers a range of features including step-by-step guidance, deduction maximization, and secure e-filing options, making it an ideal choice for both personal and professional tax needs.
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