Connect SMTP and upilot to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between SMTP and upilot?

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

Can we customize how data from SMTP is recorded in upilot?

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

How often does the data sync between SMTP and upilot?

The data sync between SMTP and upilot 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 SMTP to upilot?

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 SMTP and upilot?

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

SMTP

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.

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upilot

About upilot

UPilot is a CRM with advanced features like role-based access and control, email tracking, revenue forecast, all on a single platform and easy to use interface, resulting in enthusiastic user adoption in fast-growing companies.

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