Connect overloop and Customers.ai to Build Intelligent Automations

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overloop

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Customers.ai

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Enable Integrations or automations with these events of overloop and Customers.ai

Enable Integrations or automations with these events of overloop and Customers.ai

Actions

Create Contact

Create Contact

Create a new contact in Customers.ai using phone or email, channel, optional name, and custom attributes.

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Frequently Asked Questions

How do I start an integration between overloop and Customers.ai?

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

Can we customize how data from overloop is recorded in Customers.ai?

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

How often does the data sync between overloop and Customers.ai?

The data sync between overloop and Customers.ai 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 overloop to Customers.ai?

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 overloop and Customers.ai?

Yes, you can set conditional logic to control the flow of data between overloop and Customers.ai. 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.

overloop

About overloop

Conversations are the blood of your growth. Our CRM is designed to help you start more conversations and close more deals.

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Customers.ai

About Customers.ai

Customers.ai is a lead-generating and outbound automation platform. Find who your customers are and contact them.

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