Connect resci and followup-crm to Build Intelligent Automations

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followup-crm

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Frequently Asked Questions

How do I start an integration between resci and followup-crm?

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

Can we customize how data from resci is recorded in followup-crm?

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

How often does the data sync between resci and followup-crm?

The data sync between resci and followup-crm 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 resci to followup-crm?

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 resci and followup-crm?

Yes, you can set conditional logic to control the flow of data between resci and followup-crm. 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.

resci

About resci

Award-winning artificial intelligence that delivers a personalized and engaged customer experience to each individual—at scale.

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followup-crm

About followup-crm

Followup CRM allows construction contractors to keep track of leads, jobs, and bids, upload photos and documents from anywhere with our cloud-based software.

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