Connect salesviewer and Unifyy CRM to Build Intelligent Automations
Integrate salesviewer with your favorite apps
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This process may take 15 to 30 days.
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Frequently Asked Questions
To start, connect both your salesviewer and Unifyy CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in salesviewer triggers actions in Unifyy CRM (or vice versa).
Absolutely. You can customize how salesviewer data is recorded in Unifyy CRM. This includes choosing which data fields go into which fields of Unifyy CRM, setting up custom formats, and filtering out unwanted information.
The data sync between salesviewer and Unifyy CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between salesviewer and Unifyy CRM. 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.
About salesviewer
SalesViewer is a tool to identify your anonymous website visitors and redefines the way you think about new business development.
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About Unifyy CRM
Unifyy is a sales CRM with a built-in dialer that unifies your sales communication, automates email and SMS followup, and much more!
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