Connect sofy and highrise to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between sofy and highrise?

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

Can we customize how data from sofy is recorded in highrise?

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

How often does the data sync between sofy and highrise?

The data sync between sofy and highrise 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 sofy to highrise?

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 sofy and highrise?

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

sofy

About sofy

Sofy is a marketing platform for businesses, allowing them to manage their online visibility and reach out to their customers.

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highrise

About highrise

Highrise CRM helps you manage your contacts, keep track of who said what when, schedule follow-ups, set reminders, and convert leads into done deals.

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