Connect Privyr and quotecloud to Build Intelligent Automations

Choose a Trigger

Privyr

When this happens...

Choose an Action

quotecloud

Automatically do this!

Enable Integrations or automations with these events of Privyr and quotecloud

Enable Integrations or automations with these events of Privyr and quotecloud

Actions

Create Client

Create Client

Creates a new client

Request a new Action for Privyr

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Frequently Asked Questions

How do I start an integration between Privyr and quotecloud?

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

Can we customize how data from Privyr is recorded in quotecloud?

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

How often does the data sync between Privyr and quotecloud?

The data sync between Privyr and quotecloud 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 quotecloud?

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 quotecloud?

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

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quotecloud

About quotecloud

QuoteCloud is a proposal building platform that guarantees your sales team are communicating in a: consistent, compliant, accurate and efficient way, ensuring respectively that marketing, legal, product and sales departments are happy !

Learn More