Integrations Segmetrics contractor plus
Segmetrics + contractor plus

Connect Segmetrics and contractor plus to Build Intelligent Automations

Choose a Trigger

Segmetrics

When this happens...

Choose an Action

contractor plus

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

new lead is created

new lead is created

runs when new lead is created

new client is added

new client is added

runs when new client is added

new invoice is created

new invoice is created

runs when new invoice is created

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Do thisActions

Action is the task that follows automatically within your Segmetrics integrations.

Get Contact by Email

Get Contact by Email

Returns the full customer journey of a single contact by email

Add or Update Contact

Add or Update Contact

Adds a contact to the specified SegMetrics integration.

Add Tag to Contact

Add Tag to Contact

Add Tags to given contact.

Add Purchase to Contact

Add Purchase to Contact

Adds a purchase to the specified SegMetrics integration.

Adds subscription

Adds subscription

Adds a subscription to the existing contact. If the subscription id already exist, it will be updated.

Remove Tags to Contact

Remove Tags to Contact

Remove Tags to Contact

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Frequently Asked Questions

How do I start an integration between Segmetrics and contractor plus?

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

Can we customize how data from Segmetrics is recorded in contractor plus?

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

How often does the data sync between Segmetrics and contractor plus?

The data sync between Segmetrics and contractor plus 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 Segmetrics to contractor plus?

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 Segmetrics and contractor plus?

Yes, you can set conditional logic to control the flow of data between Segmetrics and contractor plus. 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.

Segmetrics

About Segmetrics

SegMetrics gives you clarity on where your leads come from, how they act, and how much your marketing is really worth.

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contractor plus

About contractor plus

Contractor+ facilitates contractors relationships with their Clients, REI’s & Property Managers. Scheduling, Estimating, Invoicing & more.

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