IntegrationsPipl.aiRadius CRM
Pipl.ai + Radius CRM

Connect Pipl.ai and Radius CRM to Build Intelligent Automations

Choose a Trigger

Pipl.ai

When this happens...

Choose an Action

Radius CRM

Automatically do this!

Enable Integrations or automations with these events of Pipl.ai and Radius CRM

Enable Integrations or automations with these events of Pipl.ai and Radius CRM

Actions

Add a new workspace

Add a new workspace

Adds a new workspace to Pipl.ai using an existing workspace ID for reference.

Create a new campaign

Create a new campaign

Creates a new campaign under a specified workspace.

List all campaigns

List all campaigns

Retrieve a list of campaigns for a specific workspace.

Get campaign status

Get campaign status

Get campaign status

Get campaign email accounts

Get campaign email accounts

Get a list of email accounts associated to the campaign

Set campaign name

Set campaign name

This action allows users to set a new name for their campaign.

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Frequently Asked Questions

How do I start an integration between Pipl.ai and Radius CRM?

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

Can we customize how data from Pipl.ai is recorded in Radius CRM?

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

How often does the data sync between Pipl.ai and Radius CRM?

The data sync between Pipl.ai and Radius 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 Pipl.ai to Radius 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 Pipl.ai and Radius CRM?

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

Pipl.ai

About Pipl.ai

Pipl.ai is a powerful AI-driven platform designed to enhance and streamline your marketing efforts. It leverages artificial intelligence to provide insights, automate tasks, and optimize marketing strategies, making it an essential tool for businesses looking to improve their marketing efficiency and effectiveness.

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Radius CRM

About Radius CRM

Lead Management & CRM Software for Insurance Agents to Market to Leads, Speak to Clients, and Track Commissions, all with automation.

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