Connect precisely and MyCRM Leads to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between precisely and MyCRM Leads?

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

Can we customize how data from precisely is recorded in MyCRM Leads?

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

How often does the data sync between precisely and MyCRM Leads?

The data sync between precisely and MyCRM Leads 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 precisely to MyCRM Leads?

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 precisely and MyCRM Leads?

Yes, you can set conditional logic to control the flow of data between precisely and MyCRM Leads. 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.

precisely

About precisely

Precisely provides contract automation, e-signatures, streamlined approvals, digital archiving and smart reminders for all your contracts, all in the cloud.

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MyCRM Leads

About MyCRM Leads

MyCRM puts everything you need at your fingertips so you can make the most of your limited and valuable time.

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