Integrations Samvad Paperless Pipeline
Samvad + Paperless Pipeline

Connect Samvad and Paperless Pipeline to Build Intelligent Automations

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Samvad

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Choose an Action

Paperless Pipeline

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Enable Integrations or automations with these events of Samvad and Paperless Pipeline

Enable Integrations or automations with these events of Samvad and Paperless Pipeline

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 Paperless Pipeline?

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

Can we customize how data from Samvad is recorded in Paperless Pipeline?

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

How often does the data sync between Samvad and Paperless Pipeline?

The data sync between Samvad and Paperless Pipeline 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 Paperless Pipeline?

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 Paperless Pipeline?

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

About Paperless Pipeline

Paperless Pipeline is a real estate transaction and commission management system for agents & brokers.

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