Connect record360 and CRM In Cloud to Build Intelligent Automations
Choose a Trigger
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- Request a new Trigger for record360
Choose an Action
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- Request a new Action for CRM In Cloud
Integrate record360 with your favorite apps
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before making it accessible to end users.
This process may take 15 to 30 days.
If you can’t wait, we can add the beta version to your viaSocket workspace within 24 hours.
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Frequently Asked Questions
To start, connect both your record360 and CRM In Cloud accounts to viaSocket. Once connected, you can set up a workflow where an event in record360 triggers actions in CRM In Cloud (or vice versa).
Absolutely. You can customize how record360 data is recorded in CRM In Cloud. This includes choosing which data fields go into which fields of CRM In Cloud, setting up custom formats, and filtering out unwanted information.
The data sync between record360 and CRM In Cloud 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 record360 and CRM In Cloud. 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 record360
Easily integrate with Record360 Workflows for Heavy Equipment and Rental management
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CRM in Cloud offers contact management, marketing automation, quote generation, analytics, telephony integration, sales force management with a modern and easy to use interface.
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