Connect solo and zebracrm to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between solo and zebracrm?

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

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

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

How often does the data sync between solo and zebracrm?

The data sync between solo and zebracrm 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 zebracrm?

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 zebracrm?

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

About zebracrm

ZebraCRM is a CRM system.

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