Connect salesoptima and worktual to Build Intelligent Automations
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- Request a new Trigger for salesoptima
Choose an Action
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- Request a new Action for worktual
Integrate salesoptima 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 salesoptima and worktual accounts to viaSocket. Once connected, you can set up a workflow where an event in salesoptima triggers actions in worktual (or vice versa).
Absolutely. You can customize how salesoptima data is recorded in worktual. This includes choosing which data fields go into which fields of worktual, setting up custom formats, and filtering out unwanted information.
The data sync between salesoptima and worktual 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 salesoptima and worktual. 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 salesoptima
SalesOptima is an online Customer Relationship Management (CRM) service that conveniently enables you to organize, manage, and nurture your customer contacts in the office or on the go.
Learn MoreAbout worktual
Worktual offers an innovative chatbot product designed to enhance customer engagement and support, with customizable features and advanced AI technology.
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