IntegrationsSleekplanspotler crm
Sleekplan + spotler crm

Connect Sleekplan and spotler crm to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between Sleekplan and spotler crm?

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

Can we customize how data from Sleekplan is recorded in spotler crm?

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

How often does the data sync between Sleekplan and spotler crm?

The data sync between Sleekplan and spotler crm 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 Sleekplan to spotler crm?

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 Sleekplan and spotler crm?

Yes, you can set conditional logic to control the flow of data between Sleekplan and spotler 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.

Sleekplan

About Sleekplan

Sleekplan is a customer feedback management tool that can easily be embedded in any web application. Use the widget to track suggestions, feedback, and bugs and discuss them with your customers. Plus, it' s easy to share a roadmap and keep a changelog.

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spotler crm

About spotler crm

Spotler CRM, part of the Spotler Group, allows you to track customers and sales across the entire pipeline.

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