Integrationssurefiresquirrel365
surefire + squirrel365

Connect surefire and squirrel365 to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between surefire and squirrel365?

To start, connect both your surefire and squirrel365 accounts to viaSocket. Once connected, you can set up a workflow where an event in surefire triggers actions in squirrel365 (or vice versa).

Can we customize how data from surefire is recorded in squirrel365?

Absolutely. You can customize how surefire data is recorded in squirrel365. This includes choosing which data fields go into which fields of squirrel365, setting up custom formats, and filtering out unwanted information.

How often does the data sync between surefire and squirrel365?

The data sync between surefire and squirrel365 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 surefire to squirrel365?

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 surefire and squirrel365?

Yes, you can set conditional logic to control the flow of data between surefire and squirrel365. 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.

surefire

About surefire

Surefire CRM is a multi-faceted mortgage industry CRM marketing platform that offers personalized database marketing with unique content.

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squirrel365

About squirrel365

Squirrel365 is a no-code tool to build interactive content using spreadsheet logic.

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