Connect SMS and Flexie CRM to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between SMS and Flexie CRM?

To start, connect both your SMS and Flexie CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in SMS triggers actions in Flexie CRM (or vice versa).

Can we customize how data from SMS is recorded in Flexie CRM?

Absolutely. You can customize how SMS data is recorded in Flexie CRM. This includes choosing which data fields go into which fields of Flexie CRM, setting up custom formats, and filtering out unwanted information.

How often does the data sync between SMS and Flexie CRM?

The data sync between SMS and Flexie 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 SMS to Flexie 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 SMS and Flexie CRM?

Yes, you can set conditional logic to control the flow of data between SMS and Flexie 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.

SMS

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.

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Flexie CRM

About Flexie CRM

Flexie CRM solution is built to help sales teams stay organized, nurture leads, close more deals, and improve overall productivity.

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