Connect Sendme and Crystal Ball to Build Intelligent Automations
Choose a Trigger
When this happens...
New or Update Contact
Choose an Action
Automatically do this!
List Annotations
Create Annotation in Crystal Ball
Delete Annotation
Change Annotation
Ready to use Sendme and Crystal Ball automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New or Update Contact
Triggers when a contact is created or Updated.
Do thisActions
Action is the task that follows automatically within your Sendme integrations.
Update Contact
Update contact in Sendme.
Create Contact
Create contact in Sendme
List Annotations
List of all available Annotations in the cluster.
Create Annotation in Crystal Ball
Add an annotation in your account for an event.
Delete Annotation
Delete an annotation in your account for an event.
Change Annotation
Change an annotation in your account for an event.
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Frequently Asked Questions
To start, connect both your Sendme and Crystal Ball accounts to viaSocket. Once connected, you can set up a workflow where an event in Sendme triggers actions in Crystal Ball (or vice versa).
Absolutely. You can customize how Sendme data is recorded in Crystal Ball. This includes choosing which data fields go into which fields of Crystal Ball, setting up custom formats, and filtering out unwanted information.
The data sync between Sendme and Crystal Ball 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 Sendme and Crystal Ball. 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 Sendme
Sendme is a versatile platform designed to streamline your communication and file-sharing needs. Whether you're collaborating with a team or sharing important documents, Sendme ensures seamless and secure exchanges.
Learn MoreAbout Crystal Ball
Crystal Ball is a comprehensive business intelligence and analytics platform designed to provide insights and predictive analytics for businesses. It helps organizations make data-driven decisions by offering tools for data visualization, reporting, and forecasting.
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