Connect Samvad and Finaeo to Build Intelligent Automations
Enable Integrations or automations with these events of Samvad and Finaeo
Enable Integrations or automations with these events of Samvad and Finaeo
Actions
Create Lead
Creates a new lead in Samvad using selected custom fields and an optional next follow-up date.
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Frequently Asked Questions
To start, connect both your Samvad and Finaeo accounts to viaSocket. Once connected, you can set up a workflow where an event in Samvad triggers actions in Finaeo (or vice versa).
Absolutely. You can customize how Samvad data is recorded in Finaeo. This includes choosing which data fields go into which fields of Finaeo, setting up custom formats, and filtering out unwanted information.
The data sync between Samvad and Finaeo 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 Samvad and Finaeo. 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 Samvad
Samvad is a comprehensive telecalling solution designed to enhance communication and streamline customer interactions. Ideal for businesses looking to improve their telecommunication strategies, Samvad offers tools for efficient call management and customer engagement.
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About Finaeo
Finaeo is a digital marketplace empowering independent life and health insurance brokers to increase efficiency and take clients from prospect-to-policy.
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