Connect sopro and Finaeo to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between sopro and Finaeo?

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

Can we customize how data from sopro is recorded in Finaeo?

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

How often does the data sync between sopro and Finaeo?

The data sync between sopro and Finaeo 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 sopro to Finaeo?

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 sopro and Finaeo?

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

sopro

About sopro

Sopro is a B2B prospecting service. Our experts research and engage prospects. Your business gets qualified leads in your sales funnel.

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Finaeo

About Finaeo

Finaeo is a digital marketplace empowering independent life and health insurance brokers to increase efficiency and take clients from prospect-to-policy.

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