Connect ManyContacts and smartoffice to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact
Choose an Action
Automatically do this!
- Request a new Action for smartoffice
Enable Integrations or automations with these events of ManyContacts and smartoffice
Enable Integrations or automations with these events of ManyContacts and smartoffice
Triggers
New Contact
Triggers when new contact is added.
Actions
Send WhatSapp Message
Send a WhatSapp message to a Number.
Add Contact Tag
add contact tags.
Add Internal Note Contact
Add an internal note(yellow card) in a conservation.
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Frequently Asked Questions
To start, connect both your ManyContacts and smartoffice accounts to viaSocket. Once connected, you can set up a workflow where an event in ManyContacts triggers actions in smartoffice (or vice versa).
Absolutely. You can customize how ManyContacts data is recorded in smartoffice. This includes choosing which data fields go into which fields of smartoffice, setting up custom formats, and filtering out unwanted information.
The data sync between ManyContacts and smartoffice 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 ManyContacts and smartoffice. 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 ManyContacts
ManyContacts is a powerful tool designed to help businesses capture and manage leads directly from their website. It provides a customizable contact form that can be easily integrated into any site, allowing businesses to collect valuable customer information and enhance their marketing efforts.
Learn MoreAbout smartoffice
SmartOffice, powered by Ebix, is the premier CRM solution for the financial services industry. We help insurance agents and financial advisors manage and better understand their existing clients while attracting new ones.
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