Connect Sulekha and fieldnotes to Build Intelligent Automations

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Sulekha

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fieldnotes

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Enable Integrations or automations with these events of Sulekha and fieldnotes

Enable Integrations or automations with these events of Sulekha and fieldnotes

Triggers

New Leads

New Leads

Triggers when the New Lead is captured.

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Frequently Asked Questions

How do I start an integration between Sulekha and fieldnotes?

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

Can we customize how data from Sulekha is recorded in fieldnotes?

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

How often does the data sync between Sulekha and fieldnotes?

The data sync between Sulekha and fieldnotes 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 Sulekha to fieldnotes?

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 Sulekha and fieldnotes?

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

Sulekha

About Sulekha

Sulekha is a comprehensive online platform connecting users with local service providers across various categories, including home services, education, and events. It facilitates easy access to trusted professionals and businesses, enhancing convenience and efficiency for users seeking specific services.

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fieldnotes

About fieldnotes

Fieldnotes is a minimalistic self-learning CRM platform that updates contacts, manages transaction deadlines, and handles data entry.

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