Connect Opportify and Togile to Build Intelligent Automations

Choose a Trigger

Opportify

When this happens...

Choose an Action

Togile

Automatically do this!

Ready to use Opportify and Togile automations

Explore more automations built by businesses and experts

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Lead

New Lead

Receives a new lead from Togile CRM via webhook and passes the lead details into the workflow.

New Contact

New Contact

Triggers when a contact is added in Togile and returns the contact details.

Edit Lead

Edit Lead

Update an existing lead's details in Togile CRM.

Request a new Trigger for Opportify

Do thisActions

Action is the task that follows automatically within your Opportify integrations.

Analyze Email

Analyze Email

Extract lead details, detect sender intent and urgency, and recommend clear follow-up actions to improve outreach and engagement.

Analyze an IP address

Analyze an IP address

Get location, risk, and business insights for an IP address.

Create lead

Create lead

Create a new lead from contact details with optional email, phone, source, and custom fields.

Create Company

Create Company

Create a new company in Togile CRM.

Create Contact

Create Contact

Create a new contact in Togile using provided first/last name, email, phone and optional company, title, owner, source, and custom fields.

Update Lead

Update Lead

Update an existing lead's details in Togile CRM (name, email, phone, source, pipeline, owner, and custom fields).

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between Opportify and Togile ?

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

Can we customize how data from Opportify is recorded in Togile ?

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

How often does the data sync between Opportify and Togile ?

The data sync between Opportify and Togile 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 Opportify to Togile ?

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 Opportify and Togile ?

Yes, you can set conditional logic to control the flow of data between Opportify and Togile . 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.

Opportify

About Opportify

Opportify is an AI-driven platform designed to enhance business opportunities by leveraging data insights and automation. It helps organizations identify potential leads, optimize marketing strategies, and improve customer engagement through intelligent analytics.

Learn More
Togile

About Togile

Togile is a comprehensive project management platform designed to streamline workflows and enhance team collaboration. With its intuitive interface, Togile helps teams plan, execute, and track projects efficiently, ensuring timely delivery and improved productivity.

Learn More