Connect Salesblink and Advicent Naviplan to Build Intelligent Automations
Enable Integrations or automations with these events of Salesblink and Advicent Naviplan
Enable Integrations or automations with these events of Salesblink and Advicent Naviplan
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Add leads to a list.
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Frequently Asked Questions
To start, connect both your Salesblink and Advicent Naviplan accounts to viaSocket. Once connected, you can set up a workflow where an event in Salesblink triggers actions in Advicent Naviplan (or vice versa).
Absolutely. You can customize how Salesblink data is recorded in Advicent Naviplan. This includes choosing which data fields go into which fields of Advicent Naviplan, setting up custom formats, and filtering out unwanted information.
The data sync between Salesblink and Advicent Naviplan 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 Salesblink and Advicent Naviplan. 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 Salesblink
Salesblink is a comprehensive sales automation platform designed to streamline your sales outreach and engagement processes. It offers tools for prospecting, outreach, and closing deals efficiently, making it an essential tool for sales teams looking to enhance their productivity and conversion rates.
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About Advicent Naviplan
Advicent Naviplan is a comprehensive financial planning software designed to help financial advisors create detailed and personalized financial plans for their clients. It offers robust tools for cash flow analysis, retirement planning, and investment strategies, ensuring advisors can provide tailored advice to meet individual client needs.
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