Connect Samvad and vtiger to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between Samvad and vtiger?

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

Can we customize how data from Samvad is recorded in vtiger?

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

How often does the data sync between Samvad and vtiger?

The data sync between Samvad and vtiger 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 vtiger?

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 vtiger?

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

About vtiger

Vtiger CRM is more than just a CRM. At its heart, Vtiger CRM enables salespersons and support staff do more through an easy but powerful interface. With built-in solutions that range from email marketing to activity and project management and beyond, Vtiger CRM provides an integrated solution to drive business growth.

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