Connect Samvad and MyCRM Leads to Build Intelligent Automations

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Samvad

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MyCRM Leads

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Enable Integrations or automations with these events of Samvad and MyCRM Leads

Enable Integrations or automations with these events of Samvad and MyCRM Leads

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 MyCRM Leads?

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

Can we customize how data from Samvad is recorded in MyCRM Leads?

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

How often does the data sync between Samvad and MyCRM Leads?

The data sync between Samvad and MyCRM Leads 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 MyCRM Leads?

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 MyCRM Leads?

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

About MyCRM Leads

MyCRM puts everything you need at your fingertips so you can make the most of your limited and valuable time.

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