Connect rzilient and Copilot CRM to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between rzilient and Copilot CRM?

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

Can we customize how data from rzilient is recorded in Copilot CRM?

Absolutely. You can customize how rzilient 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.

How often does the data sync between rzilient and Copilot CRM?

The data sync between rzilient and Copilot CRM 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 rzilient to Copilot CRM?

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 rzilient and Copilot CRM?

Yes, you can set conditional logic to control the flow of data between rzilient 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.

rzilient

About rzilient

Rzilient is an outsourcing solution that simplifies and optimizes IT asset management for SMEs through IoT technology and telemetry systems.

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Copilot CRM

About Copilot CRM

Copilot CRM automates business processes and workflows by scheduling, routing, automatic invoicing, payment processing, and online booking.

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