Connect telecrm and Coupontools to Build Intelligent Automations
Choose a Trigger
When this happens...
Lead Is Updated
New Lead Is Created
Choose an Action
Automatically do this!
Send Coupon by Email
Create Subaccount
Create Directory User
Create a Single Use Session for a coupon
Change Status Directory User
Send Coupon by SMS
Ready to use telecrm and Coupontools automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Lead Is Updated
Runs when lead is updated
New Lead Is Created
Runs when new lead is created
New Coupon Claim
Triggers when a coupon has a new claim
New Coupon Validation
Triggers when a coupon has a new validation
New Directory Registration
Triggers when a new user appears in a directory
Do thisActions
Action is the task that follows automatically within your telecrm integrations.
Create a Lead
Create or update a lead
Update Lead Details
Update lead information
Search Leads
Find leads by name or email
Send Coupon by Email
Send a coupon by email
Create Subaccount
Creates a new subaccount
Create Directory User
Creates a new user for a directory
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Frequently Asked Questions
To start, connect both your telecrm and Coupontools accounts to viaSocket. Once connected, you can set up a workflow where an event in telecrm triggers actions in Coupontools (or vice versa).
Absolutely. You can customize how telecrm data is recorded in Coupontools. This includes choosing which data fields go into which fields of Coupontools, setting up custom formats, and filtering out unwanted information.
The data sync between telecrm and Coupontools typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between telecrm and Coupontools. 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.
About Coupontools
Coupontools is a powerful platform designed to create, distribute, and track digital coupons and vouchers. It offers businesses an efficient way to engage customers, boost sales, and enhance marketing campaigns through customizable and interactive coupon solutions.
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