Connect solo and usherpa to Build Intelligent Automations

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usherpa

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Frequently Asked Questions

How do I start an integration between solo and usherpa?

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

Can we customize how data from solo is recorded in usherpa?

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

How often does the data sync between solo and usherpa?

The data sync between solo and usherpa 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 solo to usherpa?

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 solo and usherpa?

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

solo

About solo

SOLO solar proposal software allows your sales reps to request and receive a proposal in minutes while in the customer’s home.

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usherpa

About usherpa

Usherpa is the easiest-to-use marketing crm for sales professionals that saves time, maximizes referrals and automates marketing.

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