Connect repcard and simplekpi to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between repcard and simplekpi?

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

Can we customize how data from repcard is recorded in simplekpi?

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

How often does the data sync between repcard and simplekpi?

The data sync between repcard and simplekpi 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 repcard to simplekpi?

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 repcard and simplekpi?

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

repcard

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.

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simplekpi

About simplekpi

SimpleKPI is KPI Software for companies of all sizes who track Key Performance Indicators and metrics - complete with easy to use tools for visualizing data on dashboards, building engaging reports and analyzing performance.

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