Connect responsesuite and Copilot CRM to Build Intelligent Automations
Integrate responsesuite with your favorite apps
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Frequently Asked Questions
To start, connect both your responsesuite and Copilot CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in responsesuite triggers actions in Copilot CRM (or vice versa).
Absolutely. You can customize how responsesuite data is recorded in Copilot CRM. This includes choosing which data fields go into which fields of Copilot CRM, setting up custom formats, and filtering out unwanted information.
The data sync between responsesuite and Copilot CRM 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 responsesuite and Copilot 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.
About responsesuite
ResponseSuite uses the intelligence of surveys to get more of your customers buying more of your products, more often.
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About Copilot CRM
Copilot CRM automates business processes and workflows by scheduling, routing, automatic invoicing, payment processing, and online booking.
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