Connect smartoffice and rampermarketing to Build Intelligent Automations
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Frequently Asked Questions
To start, connect both your smartoffice and rampermarketing accounts to viaSocket. Once connected, you can set up a workflow where an event in smartoffice triggers actions in rampermarketing (or vice versa).
Absolutely. You can customize how smartoffice data is recorded in rampermarketing. This includes choosing which data fields go into which fields of rampermarketing, setting up custom formats, and filtering out unwanted information.
The data sync between smartoffice and rampermarketing 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 rampermarketing. 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 rampermarketing
Ramper Marketing is digital software that facilitates digital marketing tasks for small and medium-sized businesses and provides a complete package of tools for creating leads and creating relationships that deliver results.
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