Connect SMTP and Elevated CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for SMTP
Choose an Action
Automatically do this!
- Request a new Action for Elevated CRM
Enable Integrations or automations with these events of SMTP and Elevated CRM
Enable Integrations or automations with these events of SMTP and Elevated CRM
Actions
Send Email
Send a Message.
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- text is aiReplytoCommentSend a Private ReplyAdd Step
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- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
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- Send for Approval acceptCreate Entry of expensesAdd Step
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- has responseSendDMMessageAdd Step
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Frequently Asked Questions
To start, connect both your SMTP and Elevated CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in SMTP triggers actions in Elevated CRM (or vice versa).
Absolutely. You can customize how SMTP data is recorded in Elevated CRM. This includes choosing which data fields go into which fields of Elevated CRM, setting up custom formats, and filtering out unwanted information.
The data sync between SMTP and Elevated CRM 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 SMTP and Elevated 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.
About SMTP
SMTP (Simple Mail Transfer Protocol) is like a digital postman that sends your emails to the right place on the internet. To use it, you’ll need the SMTP server address (like smtp.gmail.com), port number (587 or 465), and your email login credentials.
Learn MoreAbout Elevated CRM
Elevated CRM is a contact management tool that manages your contacts presence on the internet.
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