IntegrationsPrivyrcxl playbooks
Privyr + cxl playbooks

Connect Privyr and cxl playbooks to Build Intelligent Automations

Choose a Trigger

Privyr

When this happens...

Choose an Action

cxl playbooks

Automatically do this!

Enable Integrations or automations with these events of Privyr and cxl playbooks

Enable Integrations or automations with these events of Privyr and cxl playbooks

Actions

Create Client

Create Client

Creates a new client

Request a new Action for Privyr

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between Privyr and cxl playbooks?

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

Can we customize how data from Privyr is recorded in cxl playbooks?

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

How often does the data sync between Privyr and cxl playbooks?

The data sync between Privyr and cxl playbooks 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 Privyr to cxl playbooks?

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 Privyr and cxl playbooks?

Yes, you can set conditional logic to control the flow of data between Privyr and cxl playbooks. 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.

Privyr

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.

Learn More
cxl playbooks

About cxl playbooks

Learn in 10 minutes, implement in the next 10 mins.

Learn More