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To start, connect both your Pics.io and salesoptima accounts to viaSocket. Once connected, you can set up a workflow where an event in Pics.io triggers actions in salesoptima (or vice versa).
Absolutely. You can customize how Pics.io data is recorded in salesoptima. This includes choosing which data fields go into which fields of salesoptima, setting up custom formats, and filtering out unwanted information.
The data sync between Pics.io and salesoptima 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 Pics.io and salesoptima. 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.
Pics.io is a cloud service for digital assets management built on top of Google Drive.
Learn MoreSalesOptima is an online Customer Relationship Management (CRM) service that conveniently enables you to organize, manage, and nurture your customer contacts in the office or on the go.
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