Integrationsrolldogcanopy connect
rolldog + canopy connect

Connect rolldog and canopy connect to Build Intelligent Automations

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canopy connect

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Frequently Asked Questions

How do I start an integration between rolldog and canopy connect?

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

Can we customize how data from rolldog is recorded in canopy connect?

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

How often does the data sync between rolldog and canopy connect?

The data sync between rolldog and canopy connect 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 rolldog to canopy connect?

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 rolldog and canopy connect?

Yes, you can set conditional logic to control the flow of data between rolldog and canopy connect. 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.

rolldog

About rolldog

Rolldog is a CRM designed to manage your business relationships, increase revenue and boost sales effectiveness.

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canopy connect

About canopy connect

Canopy Connect is a 1-click solution that enables you to instantly receive Dec Pages and insurance information from your prospects.

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