Integrationsrepcardsyndicationpro
repcard + syndicationpro

Connect repcard and syndicationpro to Build Intelligent Automations

Choose a Trigger

repcard

When this happens...

Choose an Action

syndicationpro

Automatically do this!

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between repcard and syndicationpro?

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

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

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

How often does the data sync between repcard and syndicationpro?

The data sync between repcard and syndicationpro 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 syndicationpro?

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 syndicationpro?

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

Learn More
syndicationpro

About syndicationpro

SyndicationPro is a robust and easy to use CRM, Investor Portal and Investment Management software.

Learn More