Connect relatable and MyCRM Leads to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for relatable
Choose an Action
Automatically do this!
- Request a new Action for MyCRM Leads
Integrate relatable with your favorite apps
The app you are looking for is in beta, and we are awaiting verification from the app builders
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 relatable and MyCRM Leads accounts to viaSocket. Once connected, you can set up a workflow where an event in relatable triggers actions in MyCRM Leads (or vice versa).
Absolutely. You can customize how relatable data is recorded in MyCRM Leads. This includes choosing which data fields go into which fields of MyCRM Leads, setting up custom formats, and filtering out unwanted information.
The data sync between relatable and MyCRM Leads 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 relatable and MyCRM Leads. 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.
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