Connect planports and Lead Updates to Build Intelligent Automations
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Frequently Asked Questions
To start, connect both your planports and Lead Updates accounts to viaSocket. Once connected, you can set up a workflow where an event in planports triggers actions in Lead Updates (or vice versa).
Absolutely. You can customize how planports data is recorded in Lead Updates. This includes choosing which data fields go into which fields of Lead Updates, setting up custom formats, and filtering out unwanted information.
The data sync between planports and Lead Updates 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 planports and Lead Updates. 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 planports
Planports combines CRM and Business Management tools like proposals, orders, stock management and accounting
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About Lead Updates
Powerful Deal-Closing Sales Engagement Software. Maximize your reach with our scalable, multi-channel engagement platform driven by real data, customized strategy, and full automation.
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