Connect Salesblink and Investr to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between Salesblink and Investr?

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

Can we customize how data from Salesblink is recorded in Investr?

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

How often does the data sync between Salesblink and Investr?

The data sync between Salesblink and Investr 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 Investr?

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 Investr?

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

About Investr

Investr is a financial management and investment tracking app that helps users monitor portfolios, analyze market trends, and make informed investment decisions. It provides real-time data, insights, and tools to simplify wealth management.

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