Connect repcard and dialog insight to Build Intelligent Automations
Choose a Trigger
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- Request a new Trigger for repcard
Choose an Action
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- Request a new Action for dialog insight
Integrate repcard 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 repcard and dialog insight accounts to viaSocket. Once connected, you can set up a workflow where an event in repcard triggers actions in dialog insight (or vice versa).
Absolutely. You can customize how repcard data is recorded in dialog insight. This includes choosing which data fields go into which fields of dialog insight, setting up custom formats, and filtering out unwanted information.
The data sync between repcard and dialog insight 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 repcard and dialog insight. 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 repcard
RepCard is a sales tool used to facilitate automated follow up with leads that will drive reviews and referrals back to the sales person.
Learn MoreAbout dialog insight
Dialog Insight is a powerful data-driven customer engagement platform for marketing teams who want to leverage all their data in their marketing campaigns.
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