Connect salesgear and Portal CX to Build Intelligent Automations
Choose a Trigger
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- Request a new Trigger for salesgear
Choose an Action
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- Request a new Action for Portal CX
Integrate salesgear with your favorite apps
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This process may take 15 to 30 days.
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Frequently Asked Questions
To start, connect both your salesgear and Portal CX accounts to viaSocket. Once connected, you can set up a workflow where an event in salesgear triggers actions in Portal CX (or vice versa).
Absolutely. You can customize how salesgear data is recorded in Portal CX. This includes choosing which data fields go into which fields of Portal CX, setting up custom formats, and filtering out unwanted information.
The data sync between salesgear and Portal CX 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 salesgear and Portal CX. 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 salesgear
Salesgear helps sales teams send emails, make calls, and connect via LinkedIn using a single platform.
Learn MoreAbout Portal CX
PortalCX helps you give your customers a real-time view of their projects to reduce churn, cut support costs, and improve customer satisfaction. All through Portals customized to your business.
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