Connect Privyr and Salesdash CRM to Build Intelligent Automations

Choose a Trigger

Privyr

When this happens...

Choose an Action

Salesdash CRM

Automatically do this!

Enable Integrations or automations with these events of Privyr and Salesdash CRM

Enable Integrations or automations with these events of Privyr and Salesdash CRM

Actions

Create Client

Create Client

Creates a new client

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Frequently Asked Questions

How do I start an integration between Privyr and Salesdash CRM?

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

Can we customize how data from Privyr is recorded in Salesdash CRM?

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

How often does the data sync between Privyr and Salesdash CRM?

The data sync between Privyr and Salesdash CRM 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 Salesdash CRM?

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 Salesdash CRM?

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

About Salesdash CRM

Salesdash CRM helps small businesses grow sales with our simple client management software.

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