Connect SimpleKPI and smarttouch-nexgen-crm to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for SimpleKPI
Choose an Action
Automatically do this!
- Request a new Action for smarttouch-nexgen-crm
Enable Integrations or automations with these events of SimpleKPI and smarttouch-nexgen-crm
Enable Integrations or automations with these events of SimpleKPI and smarttouch-nexgen-crm
Actions
Add KPI entry
Add a KPI data entry with a date, actual and target values, and optional notes.
Update KPI entry
Update an existing KPI entry for a given date with new actual, target, or notes.
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Frequently Asked Questions
To start, connect both your SimpleKPI and smarttouch-nexgen-crm accounts to viaSocket. Once connected, you can set up a workflow where an event in SimpleKPI triggers actions in smarttouch-nexgen-crm (or vice versa).
Absolutely. You can customize how SimpleKPI data is recorded in smarttouch-nexgen-crm. This includes choosing which data fields go into which fields of smarttouch-nexgen-crm, setting up custom formats, and filtering out unwanted information.
The data sync between SimpleKPI and smarttouch-nexgen-crm 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 SimpleKPI and smarttouch-nexgen-crm. 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 SimpleKPI
SimpleKPI is KPI Software for companies of all sizes who track Key Performance Indicators and metrics - complete with easy to use tools for visualizing data on dashboards, building engaging reports and analyzing performance.
Learn MoreAbout smarttouch-nexgen-crm
SmartTouch® NexGen is a CRM that allows for management of home buyer and broker engagement to sell more homes faster.
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