Connect SMS and crm web app to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for SMS
Choose an Action
Automatically do this!
- Request a new Action for crm web app
Enable Integrations or automations with these events of SMS and crm web app
Enable Integrations or automations with these events of SMS and crm web app
Actions
Send SMS
Sends a new SMS message to a specified phone number.
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- Send for Approval acceptCreate Entry of expensesAdd Step
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Frequently Asked Questions
To start, connect both your SMS and crm web app accounts to viaSocket. Once connected, you can set up a workflow where an event in SMS triggers actions in crm web app (or vice versa).
Absolutely. You can customize how SMS data is recorded in crm web app. This includes choosing which data fields go into which fields of crm web app, setting up custom formats, and filtering out unwanted information.
The data sync between SMS and crm web app 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 SMS and crm web app. 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 SMS
MSG91 is a comprehensive communication platform that provides robust SMS solutions for businesses. It enables seamless and efficient messaging services, allowing businesses to reach their customers through SMS for notifications, alerts, and marketing campaigns.
Learn MoreAbout crm web app
CRM Web App is a Zapier App that interacts with Credit Money Machine Web, CRM Business Companion, CRM Monitor Companion, and Automatic Business Machine.
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