Integrations Sage Sales Management evaluagent
Sage Sales Management + evaluagent

Connect Sage Sales Management and evaluagent to Build Intelligent Automations

Choose a Trigger

Sage Sales Management

When this happens...

Choose an Action

evaluagent

Automatically do this!

Enable Integrations or automations with these events of Sage Sales Management and evaluagent

Enable Integrations or automations with these events of Sage Sales Management and evaluagent

Triggers

New Activity

New Activity

Triggers when a new activity is created.

New Account

New Account

Triggers when a new account is created.

New Calendar Item

New Calendar Item

Triggers when a new calendar item is created.

New Contact

New Contact

Triggers when a new contact is created.

New Opportunity

New Opportunity

Triggers when a new opportunity is created

New Sales Order

New Sales Order

Triggers when a new sales order is created.

Actions

Create Account

Create Account

Create Account in ForceManager

Create Activity

Create Activity

Create activity

Create Contact

Create Contact

Create Contact

Create Calendar Item

Create Calendar Item

Creates a new calendar item.

Create Opportunity

Create Opportunity

Creates a new opportunity.

Create Sales Order

Create Sales Order

Creates a new Sales Order

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Frequently Asked Questions

How do I start an integration between Sage Sales Management and evaluagent?

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

Can we customize how data from Sage Sales Management is recorded in evaluagent?

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

How often does the data sync between Sage Sales Management and evaluagent?

The data sync between Sage Sales Management and evaluagent 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 Sage Sales Management to evaluagent?

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 Sage Sales Management and evaluagent?

Yes, you can set conditional logic to control the flow of data between Sage Sales Management and evaluagent. 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.

Sage Sales Management

About Sage Sales Management

ForceManager is a sales management tool designed to enhance the productivity and efficiency of sales teams by providing real-time data and insights.

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evaluagent

About evaluagent

EvaluAgent provides everything you need to evaluate, coach and engage agents. This app allows you to view zendesk tickets that have been evaluated inside evaluation and have instant access to the results

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