Connect salesup and coaching-loft to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between salesup and coaching-loft?

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

Can we customize how data from salesup is recorded in coaching-loft?

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

How often does the data sync between salesup and coaching-loft?

The data sync between salesup and coaching-loft 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 salesup to coaching-loft?

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 salesup and coaching-loft?

Yes, you can set conditional logic to control the flow of data between salesup and coaching-loft. 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.

salesup

About salesup

SalesUp! is a platform to easy organize and create relationships with your customers, to better track leads and increase your sales.

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coaching-loft

About coaching-loft

Coaching Loft is a platform that helps coaches manage and organize their practices to deliver a fluent coaching experience to their clients.

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