Connect smartdialog and Copilot CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for smartdialog
Choose an Action
Automatically do this!
- Request a new Action for Copilot CRM
Integrate smartdialog with your favorite apps
The app you are looking for is in beta, and we are awaiting verification from the app builders
before making it accessible to end users.
This process may take 15 to 30 days.
If you can’t wait, we can add the beta version to your viaSocket workspace within 24 hours.
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Frequently Asked Questions
To start, connect both your smartdialog and Copilot CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in smartdialog triggers actions in Copilot CRM (or vice versa).
Absolutely. You can customize how smartdialog data is recorded in Copilot CRM. This includes choosing which data fields go into which fields of Copilot CRM, setting up custom formats, and filtering out unwanted information.
The data sync between smartdialog and Copilot 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 smartdialog and Copilot 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 smartdialog
SmartDialog is a platform used to send and receive SMS- and WhatsApp messages. It offers a wide variety of smart messaging services.
Learn MoreAbout Copilot CRM
Copilot CRM automates business processes and workflows by scheduling, routing, automatic invoicing, payment processing, and online booking.
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