Connect salesup and rally to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between salesup and rally?

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

Can we customize how data from salesup is recorded in rally?

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

How often does the data sync between salesup and rally?

The data sync between salesup and rally 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 rally?

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 rally?

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

About rally

Rally is an all-in-one automation and collaboration platform for business lawyers and their clients.

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