Integrations Setmore Appointments CB Insights
Setmore Appointments + CB Insights

Connect Setmore Appointments and CB Insights to Build Intelligent Automations

Choose a Trigger

Setmore Appointments

When this happens...

Choose an Action

CB Insights

Automatically do this!

Enable Integrations or automations with these events of Setmore Appointments and CB Insights

Enable Integrations or automations with these events of Setmore Appointments and CB Insights

Actions

Create Appointment

Create Appointment

Create a new appointment.

Create Customer

Create Customer

Create a new Customer.

Request a new Action for Setmore Appointments

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Frequently Asked Questions

How do I start an integration between Setmore Appointments and CB Insights?

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

Can we customize how data from Setmore Appointments is recorded in CB Insights?

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

How often does the data sync between Setmore Appointments and CB Insights?

The data sync between Setmore Appointments and CB Insights 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 Setmore Appointments to CB Insights?

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 Setmore Appointments and CB Insights?

Yes, you can set conditional logic to control the flow of data between Setmore Appointments and CB Insights. 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.