Connect reftab and Sales.Rocks to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between reftab and Sales.Rocks?

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

Can we customize how data from reftab is recorded in Sales.Rocks?

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

How often does the data sync between reftab and Sales.Rocks?

The data sync between reftab and Sales.Rocks 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 reftab to Sales.Rocks?

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 reftab and Sales.Rocks?

Yes, you can set conditional logic to control the flow of data between reftab and Sales.Rocks. 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.

reftab

About reftab

Reftab is a fixed asset management service to help track items.

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Sales.Rocks

About Sales.Rocks

Sales.Rocks is a sales enablement tool that helps companies fill their sales pipeline by allowing them to get quick access to full company and contact data from Europe, United States and Canada.

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