Connect Privyr and cdlsuite to Build Intelligent Automations
Enable Integrations or automations with these events of Privyr and cdlsuite
Enable Integrations or automations with these events of Privyr and cdlsuite
Actions
Create Client
Creates a new client
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Frequently Asked Questions
To start, connect both your Privyr and cdlsuite accounts to viaSocket. Once connected, you can set up a workflow where an event in Privyr triggers actions in cdlsuite (or vice versa).
Absolutely. You can customize how Privyr data is recorded in cdlsuite. This includes choosing which data fields go into which fields of cdlsuite, setting up custom formats, and filtering out unwanted information.
The data sync between Privyr and cdlsuite 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 Privyr and cdlsuite. 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 Privyr
Privyr is a mobile CRM built for sales professionals who run their businesses from their phone. It works with WhatsApp, iMessage, SMS, email, and other popular chat apps.
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About cdlsuite
CDLSuite combines the essential tools for attracting, recruiting, hiring and qualifying drivers, into a single, seamless solution.
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