Connect Squad and salesboard to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between Squad and salesboard?

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

Can we customize how data from Squad is recorded in salesboard?

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

How often does the data sync between Squad and salesboard?

The data sync between Squad and salesboard 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 Squad to salesboard?

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 Squad and salesboard?

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

Squad

About Squad

Squad is an innovative platform designed to enhance team collaboration and communication through AI-driven solutions. It offers seamless integration for team chats, project management, and productivity tools, making it an essential resource for modern teams.

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salesboard

About salesboard

Salesboard is a field sales tool. Equip your reps with your sales deck and prospect data to close deals and generate data from every prospect interaction.

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