Integrations SmartSuite smarttouch-nexgen-crm
SmartSuite + smarttouch-nexgen-crm

Connect SmartSuite and smarttouch-nexgen-crm to Build Intelligent Automations

Choose a Trigger

SmartSuite

When this happens...

Choose an Action

smarttouch-nexgen-crm

Automatically do this!

Enable Integrations or automations with these events of SmartSuite and smarttouch-nexgen-crm

Enable Integrations or automations with these events of SmartSuite and smarttouch-nexgen-crm

Actions

Update a Record

Update a Record

Updates an existing record in SmartSuite.

Find Many Records

Find Many Records

Find multiple records by field match or SmartSuite search syntax.

List All Teams

List All Teams

list all the teams

List Comments

List Comments

List all Comments

List Tables

List Tables

Lists all Tables

List Solutions

List Solutions

Lists all Solutions in the Workspace.

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Frequently Asked Questions

How do I start an integration between SmartSuite and smarttouch-nexgen-crm?

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

Can we customize how data from SmartSuite is recorded in smarttouch-nexgen-crm?

Absolutely. You can customize how SmartSuite 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.

How often does the data sync between SmartSuite and smarttouch-nexgen-crm?

The data sync between SmartSuite and smarttouch-nexgen-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 SmartSuite to smarttouch-nexgen-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 SmartSuite and smarttouch-nexgen-crm?

Yes, you can set conditional logic to control the flow of data between SmartSuite 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.

SmartSuite

About SmartSuite

SmartSuite is a comprehensive platform designed to streamline business processes and enhance productivity. It offers a suite of tools for project management, collaboration, and workflow automation, making it an ideal solution for businesses looking to optimize their operations.

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smarttouch-nexgen-crm

About smarttouch-nexgen-crm

SmartTouch® NexGen is a CRM that allows for management of home buyer and broker engagement to sell more homes faster.

Learn More