Connect Robolly and Radius CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Robolly
Choose an Action
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- Request a new Action for Radius CRM
Enable Integrations or automations with these events of Robolly and Radius CRM
Enable Integrations or automations with these events of Robolly and Radius CRM
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Frequently Asked Questions
To start, connect both your Robolly and Radius CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Robolly triggers actions in Radius CRM (or vice versa).
Absolutely. You can customize how Robolly data is recorded in Radius CRM. This includes choosing which data fields go into which fields of Radius CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Robolly and Radius 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 Robolly and Radius 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 Robolly
Robolly is a cutting-edge platform that leverages artificial intelligence to enhance productivity and streamline workflows. It offers a suite of AI-driven tools designed to automate tasks, improve decision-making, and optimize business processes.
Learn MoreAbout Radius CRM
Lead Management & CRM Software for Insurance Agents to Market to Leads, Speak to Clients, and Track Commissions, all with automation.
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