Connect Preset Cloud and 10xcrm to Build Intelligent Automations

Choose a Trigger

Preset Cloud

When this happens...

Choose an Action

10xcrm

Automatically do this!

Enable Integrations or automations with these events of Preset Cloud and 10xcrm

Enable Integrations or automations with these events of Preset Cloud and 10xcrm

Actions

List All Teams

List All Teams

Retrieve all teams in the connected Preset Cloud account.

Get Team Members

Get Team Members

Retrieve the members of a Preset Cloud team.

Delete a Team Member

Delete a Team Member

Remove a specified user from a Preset Cloud team. Returns success data or a clear error if removal is blocked (e.g., last admin, already removed, or assigned via a group).

Request a new Action for Preset Cloud

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Frequently Asked Questions

How do I start an integration between Preset Cloud and 10xcrm?

To start, connect both your Preset Cloud and 10xcrm accounts to viaSocket. Once connected, you can set up a workflow where an event in Preset Cloud triggers actions in 10xcrm (or vice versa).

Can we customize how data from Preset Cloud is recorded in 10xcrm?

Absolutely. You can customize how Preset Cloud data is recorded in 10xcrm. This includes choosing which data fields go into which fields of 10xcrm, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Preset Cloud and 10xcrm?

The data sync between Preset Cloud and 10xcrm 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 Preset Cloud to 10xcrm?

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 Preset Cloud and 10xcrm?

Yes, you can set conditional logic to control the flow of data between Preset Cloud and 10xcrm. 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.

Preset Cloud

About Preset Cloud

Preset Cloud is a powerful platform for data exploration and visualization, enabling users to create interactive dashboards and gain insights from their data effortlessly.

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10xcrm

About 10xcrm

10xCRM can replace your office phone system and add the functionality of Text and Emails. All communication by your team is automatically logged for future reference and compliance.

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