Connect Segmetrics and Swell Investing to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Segmetrics
Choose an Action
Automatically do this!
- Request a new Action for Swell Investing
Enable Integrations or automations with these events of Segmetrics and Swell Investing
Enable Integrations or automations with these events of Segmetrics and Swell Investing
Actions
Get Contact by Email
Returns the full customer journey of a single contact by email
Add or Update Contact
Adds a contact to the specified SegMetrics integration.
Add Tag to Contact
Add Tags to given contact.
Add Purchase to Contact
Adds a purchase to the specified SegMetrics integration.
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
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Frequently Asked Questions
To start, connect both your Segmetrics and Swell Investing accounts to viaSocket. Once connected, you can set up a workflow where an event in Segmetrics triggers actions in Swell Investing (or vice versa).
Absolutely. You can customize how Segmetrics data is recorded in Swell Investing. This includes choosing which data fields go into which fields of Swell Investing, setting up custom formats, and filtering out unwanted information.
The data sync between Segmetrics and Swell Investing typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Segmetrics and Swell Investing. 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.
About Segmetrics
SegMetrics gives you clarity on where your leads come from, how they act, and how much your marketing is really worth.
Learn MoreAbout Swell Investing
Swell Investing is a platform that allows individuals to invest in companies that are making a positive impact on the world. It focuses on sustainable and socially responsible investing, providing users with the opportunity to align their investment portfolios with their values. The platform offers a range of investment options in sectors such as renewable energy, clean water, and healthy living, aiming to generate both financial returns and positive social outcomes.
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