Connect telecrm and Flexmail to Build Intelligent Automations
Choose a Trigger
When this happens...
Lead Is Updated
New Lead Is Created
Choose an Action
Automatically do this!
Create Contact
Update Contact
Subscribe Contact to Interest
Find Contact
Unsubscribe a Contact
Unsubscribe Contact From Interest
Ready to use telecrm and Flexmail 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
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
Create Contact
Create a contact
Update Contact
Update a contact using contact id
Subscribe Contact to Interest
Subscribe a contact to a selected interest.
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Frequently Asked Questions
To start, connect both your telecrm and Flexmail accounts to viaSocket. Once connected, you can set up a workflow where an event in telecrm triggers actions in Flexmail (or vice versa).
Absolutely. You can customize how telecrm data is recorded in Flexmail. This includes choosing which data fields go into which fields of Flexmail, setting up custom formats, and filtering out unwanted information.
The data sync between telecrm and Flexmail 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 Flexmail. 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 Flexmail
Use Flexmail to keep in touch with subscribers, leads and customers through email marketing. Send better emails through data, powerful targeting and automation.
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