Connect ORCID and CRM In Cloud to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between ORCID and CRM In Cloud?

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

Can we customize how data from ORCID is recorded in CRM In Cloud?

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

How often does the data sync between ORCID and CRM In Cloud?

The data sync between ORCID and CRM In Cloud 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 ORCID to CRM In Cloud?

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 ORCID and CRM In Cloud?

Yes, you can set conditional logic to control the flow of data between ORCID and CRM In Cloud. 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.

ORCID

About ORCID

ORCID provides a unique identifier for researchers and scholars, enabling them to manage their professional information and track their research outputs across various platforms.

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CRM In Cloud

About CRM In Cloud

CRM in Cloud offers contact management, marketing automation, quote generation, analytics, telephony integration, sales force management with a modern and easy to use interface.

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