Connect Pitchit and Entera CRM to Build Intelligent Automations
Enable Integrations or automations with these events of Pitchit and Entera CRM
Enable Integrations or automations with these events of Pitchit and Entera CRM
Actions
Add Lead to Pitchit
Adds a new lead to Pitchit and assigns them to the selected campaign.
Add New Contact
Creates a new contact in Entera CRM.
Create Organization
creation of new organizations within the system.
Create Lead
This endpoint allows you to add a new lead to the system.
Create Deal
This endpoint allows you to add a new contact to the system.
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Frequently Asked Questions
To start, connect both your Pitchit and Entera CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Pitchit triggers actions in Entera CRM (or vice versa).
Absolutely. You can customize how Pitchit data is recorded in Entera CRM. This includes choosing which data fields go into which fields of Entera CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Pitchit and Entera 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 Pitchit and Entera 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 Pitchit
Pitchit is an innovative AI-driven platform designed to enhance your pitching skills and presentations. It leverages advanced AI tools to provide feedback, suggestions, and improvements for your pitches, ensuring you deliver compelling and effective presentations every time.
Learn MoreAbout Entera CRM
Entera CRM is a comprehensive customer relationship management platform designed to streamline and enhance the way businesses interact with their customers. It offers a suite of tools to manage customer data, track interactions, and automate sales processes, ensuring that businesses can maintain strong relationships and improve customer satisfaction.
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