Connect reviewpoint and customertrax handle to Build Intelligent Automations
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Frequently Asked Questions
To start, connect both your reviewpoint and customertrax handle accounts to viaSocket. Once connected, you can set up a workflow where an event in reviewpoint triggers actions in customertrax handle (or vice versa).
Absolutely. You can customize how reviewpoint data is recorded in customertrax handle. This includes choosing which data fields go into which fields of customertrax handle, setting up custom formats, and filtering out unwanted information.
The data sync between reviewpoint and customertrax handle 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 reviewpoint and customertrax handle. 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 reviewpoint
ReviewPoint is a review management tool that helps with review generation via automated SMS or emails, and review monitoring in one place.
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About customertrax handle
Handle 2.0™ is a configurable CRM that shrinks the complexity of your processes
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