IntegrationssalestrekkerSleekplan
salestrekker + Sleekplan

Connect salestrekker and Sleekplan to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between salestrekker and Sleekplan?

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

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

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

How often does the data sync between salestrekker and Sleekplan?

The data sync between salestrekker and Sleekplan 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 Sleekplan?

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 Sleekplan?

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

About Sleekplan

Sleekplan is a customer feedback management tool that can easily be embedded in any web application. Use the widget to track suggestions, feedback, and bugs and discuss them with your customers. Plus, it' s easy to share a roadmap and keep a changelog.

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