Connect rocketreach and OptiServe to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for rocketreach
Choose an Action
Automatically do this!
- Request a new Action for OptiServe
Enable Integrations or automations with these events of rocketreach and OptiServe
Enable Integrations or automations with these events of rocketreach and OptiServe
Actions
Get Account Info
Get account information
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Frequently Asked Questions
To start, connect both your rocketreach and OptiServe accounts to viaSocket. Once connected, you can set up a workflow where an event in rocketreach triggers actions in OptiServe (or vice versa).
Absolutely. You can customize how rocketreach data is recorded in OptiServe. This includes choosing which data fields go into which fields of OptiServe, setting up custom formats, and filtering out unwanted information.
The data sync between rocketreach and OptiServe 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 rocketreach and OptiServe. 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 rocketreach
RocketReach helps you find email, phone and social links for over 250 million professionals, across 6 million companies, worldwide.
Learn MoreAbout OptiServe
OptiServe is a service management platform that helps businesses optimize operations, manage customer requests, and streamline service delivery. It provides tools for task assignment, workflow automation, real-time tracking, and reporting to enhance efficiency and improve customer satisfaction.
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