Connect NeetoDesk and Unifyy CRM to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between NeetoDesk and Unifyy CRM?

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

Can we customize how data from NeetoDesk is recorded in Unifyy CRM?

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

How often does the data sync between NeetoDesk and Unifyy CRM?

The data sync between NeetoDesk and Unifyy CRM 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 NeetoDesk to Unifyy CRM?

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 NeetoDesk and Unifyy CRM?

Yes, you can set conditional logic to control the flow of data between NeetoDesk and Unifyy CRM. 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.

NeetoDesk

About NeetoDesk

NeetoDesk is a comprehensive customer support platform designed to streamline and enhance the way businesses interact with their customers. It offers a suite of tools for managing customer inquiries, tracking support tickets, and providing efficient resolutions. With NeetoDesk, businesses can improve their customer service operations, ensuring timely and effective communication with clients.

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Unifyy CRM

About Unifyy CRM

Unifyy is a sales CRM with a built-in dialer that unifies your sales communication, automates email and SMS followup, and much more!

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