Connect Syncly and Unifyy CRM to Build Intelligent Automations

Choose a Trigger

Syncly

When this happens...

Choose an Action

Unifyy CRM

Automatically do this!

Enable Integrations or automations with these events of Syncly and Unifyy CRM

Enable Integrations or automations with these events of Syncly and Unifyy CRM

Actions

Create Feedback

Create Feedback

Import feedback to Syncly workspace

Create Agent

Create Agent

Create a new agent in Syncly workspace

Create Account

Create Account

Create a new account in Syncly workspace

Request a new Action for Syncly

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Frequently Asked Questions

How do I start an integration between Syncly and Unifyy CRM?

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

Can we customize how data from Syncly is recorded in Unifyy CRM?

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

How often does the data sync between Syncly and Unifyy CRM?

The data sync between Syncly and Unifyy CRM 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 Syncly to Unifyy CRM?

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 Syncly and Unifyy CRM?

Yes, you can set conditional logic to control the flow of data between Syncly and Unifyy CRM. 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.

Syncly

About Syncly

Syncly is a powerful tool designed to streamline and automate data synchronization across various applications and platforms. It ensures that your data is always up-to-date and consistent, reducing manual effort and minimizing errors. Ideal for businesses and individuals looking to enhance productivity and efficiency in managing their digital workflows.

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Unifyy CRM

About Unifyy CRM

Unifyy is a sales CRM with a built-in dialer that unifies your sales communication, automates email and SMS followup, and much more!

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