Connect Pipl.ai and Wortal CRM to Build Intelligent Automations
Enable Integrations or automations with these events of Pipl.ai and Wortal CRM
Enable Integrations or automations with these events of Pipl.ai and Wortal CRM
Actions
Add a new workspace
Adds a new workspace to Pipl.ai using an existing workspace ID for reference.
Create a new campaign
Creates a new campaign under a specified workspace.
List all campaigns
Retrieve a list of campaigns for a specific workspace.
Get campaign status
Get campaign status
Get campaign email accounts
Get a list of email accounts associated to the campaign
Set campaign name
This action allows users to set a new name for their campaign.
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Frequently Asked Questions
To start, connect both your Pipl.ai and Wortal CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Pipl.ai triggers actions in Wortal CRM (or vice versa).
Absolutely. You can customize how Pipl.ai data is recorded in Wortal CRM. This includes choosing which data fields go into which fields of Wortal CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Pipl.ai and Wortal CRM 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 Pipl.ai and Wortal 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.
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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About Wortal CRM
Wortal CRM is a comprehensive customer relationship management platform designed to streamline your sales and customer service processes. It offers tools for managing contacts, tracking sales, and enhancing customer interactions, making it ideal for businesses looking to improve their customer engagement and sales efficiency.
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