Integrations salestrekker sightmill
salestrekker + sightmill

Connect salestrekker and sightmill to Build Intelligent Automations

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salestrekker

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sightmill

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Frequently Asked Questions

How do I start an integration between salestrekker and sightmill?

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

Can we customize how data from salestrekker is recorded in sightmill?

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

How often does the data sync between salestrekker and sightmill?

The data sync between salestrekker and sightmill 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 salestrekker to sightmill?

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 salestrekker and sightmill?

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

salestrekker

About salestrekker

Salestrekker is CRM software for finance professionals.

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sightmill

About sightmill

Gather customer feedback or employee feedback via email, on your website, by SMS, or at events with SightMill NPS (Net Promoter Score) survey software. Use NPS surveys to understand how to improve customer experience of your products and service.

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