Connect smartoffice and Agency Elephant to Build Intelligent Automations
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Frequently Asked Questions
To start, connect both your smartoffice and Agency Elephant accounts to viaSocket. Once connected, you can set up a workflow where an event in smartoffice triggers actions in Agency Elephant (or vice versa).
Absolutely. You can customize how smartoffice data is recorded in Agency Elephant. This includes choosing which data fields go into which fields of Agency Elephant, setting up custom formats, and filtering out unwanted information.
The data sync between smartoffice and Agency Elephant 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 smartoffice and Agency Elephant. 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 smartoffice
SmartOffice, powered by Ebix, is the premier CRM solution for the financial services industry. We help insurance agents and financial advisors manage and better understand their existing clients while attracting new ones.
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About Agency Elephant
Agency Elephant is a sales automation tool that makes outbound prospecting and leads follow up easy for the salespeople.
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