Integrationssalestrekkertrackvia
salestrekker + trackvia

Connect salestrekker and trackvia to Build Intelligent Automations

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trackvia

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Frequently Asked Questions

How do I start an integration between salestrekker and trackvia?

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

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

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

How often does the data sync between salestrekker and trackvia?

The data sync between salestrekker and trackvia 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 trackvia?

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 trackvia?

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

About trackvia

TrackVia is a low-code, mobile workflow management platform that can be quickly customized to digitize and streamline your enterprise operations, processes and data.

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