Integrationsrelavatevanillasoft
relavate + vanillasoft

Connect relavate and vanillasoft to Build Intelligent Automations

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relavate

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vanillasoft

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Frequently Asked Questions

How do I start an integration between relavate and vanillasoft?

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

Can we customize how data from relavate is recorded in vanillasoft?

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

How often does the data sync between relavate and vanillasoft?

The data sync between relavate and vanillasoft 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 relavate to vanillasoft?

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 relavate and vanillasoft?

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

relavate

About relavate

Relavate is a Partner Relationship Management (PRM) platform designed to streamline how you manage your resell, referral, affiliate, and implementation partners

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vanillasoft

About vanillasoft

VanillaSoft is a CRM app that combines the best of CRM, Lead Management and Telemarketing applications into one of the most capable phone sales environments.

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