Connect playbook and salesoptima to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for playbook
Choose an Action
Automatically do this!
- Request a new Action for salesoptima
Integrate playbook with your favorite apps
The app you are looking for is in beta, and we are awaiting verification from the app builders
before making it accessible to end users.
This process may take 15 to 30 days.
If you can’t wait, we can add the beta version to your viaSocket workspace within 24 hours.
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Frequently Asked Questions
To start, connect both your playbook and salesoptima accounts to viaSocket. Once connected, you can set up a workflow where an event in playbook triggers actions in salesoptima (or vice versa).
Absolutely. You can customize how playbook 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 playbook 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 playbook 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.
About playbook
Playbook will be a software application that will allow customers to gain more control over their businesses. They will be able to better build and track their company’s tasks and processes.
Learn MoreAbout salesoptima
SalesOptima 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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