Integrations Salesblink Custom Views
Salesblink + Custom Views

Connect Salesblink and Custom Views to Build Intelligent Automations

Choose a Trigger

Salesblink

When this happens...

Choose an Action

Custom Views

Automatically do this!

Enable Integrations or automations with these events of Salesblink and Custom Views

Enable Integrations or automations with these events of Salesblink and Custom Views

Actions

Add Leads To List

Add Leads To List

Add leads to a list.

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Frequently Asked Questions

How do I start an integration between Salesblink and Custom Views?

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

Can we customize how data from Salesblink is recorded in Custom Views?

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

How often does the data sync between Salesblink and Custom Views?

The data sync between Salesblink and Custom Views 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 Salesblink to Custom Views?

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 Salesblink and Custom Views?

Yes, you can set conditional logic to control the flow of data between Salesblink and Custom Views. 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.

Salesblink

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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Custom Views

About Custom Views

Custom Views allows users to personalize how data, dashboards, and workflows are displayed. It enables filtering, sorting, and creating role-based or task-specific views for improved productivity. By tailoring interfaces to individual or team needs, Custom Views helps organizations boost efficiency, collaboration, and decision-making.

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