Connect replyify and Portal CX to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between replyify and Portal CX?

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

Can we customize how data from replyify is recorded in Portal CX?

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

How often does the data sync between replyify and Portal CX?

The data sync between replyify and Portal CX 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 replyify to Portal CX?

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 replyify and Portal CX?

Yes, you can set conditional logic to control the flow of data between replyify and Portal CX. 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.

replyify

About replyify

Replyify is a B2B sales platform to automate personalized cold emails & follow-ups. Generate a consistent pipeline of leads sent directly to your inbox and CRM.

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Portal CX

About Portal CX

PortalCX helps you give your customers a real-time view of their projects to reduce churn, cut support costs, and improve customer satisfaction. All through Portals customized to your business.

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