Integrations Samvad Fresh Proposals
Samvad + Fresh Proposals

Connect Samvad and Fresh Proposals to Build Intelligent Automations

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Samvad

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Choose an Action

Fresh Proposals

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Enable Integrations or automations with these events of Samvad and Fresh Proposals

Enable Integrations or automations with these events of Samvad and Fresh Proposals

Actions

Create Lead

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

How do I start an integration between Samvad and Fresh Proposals?

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

Can we customize how data from Samvad is recorded in Fresh Proposals?

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

How often does the data sync between Samvad and Fresh Proposals?

The data sync between Samvad and Fresh Proposals 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 Samvad to Fresh Proposals?

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 Samvad and Fresh Proposals?

Yes, you can set conditional logic to control the flow of data between Samvad and Fresh Proposals. 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.

Samvad

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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Fresh Proposals

About Fresh Proposals

FreshProposals is a Proposal management software to organize proposals and keep track of them. Allows end users to sign or reject proposal

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