Connect telecrm and Hedy AI to Build Intelligent Automations
Choose a Trigger
When this happens...
Lead Is Updated
New Lead Is Created
Choose an Action
Automatically do this!
Get Session Details
Get Highlight Details
Ready to use telecrm and Hedy AI 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 Highlight Created
runs when New Highlight Created
Session Ends
runs when Session Ends
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
Get Session Details
Get a session's details, including transcript, conversation and meeting minutes
Get Highlight Details
Get a highlight's original quote, cleaned quote, and AI insights.
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Frequently Asked Questions
To start, connect both your telecrm and Hedy AI accounts to viaSocket. Once connected, you can set up a workflow where an event in telecrm triggers actions in Hedy AI (or vice versa).
Absolutely. You can customize how telecrm data is recorded in Hedy AI. This includes choosing which data fields go into which fields of Hedy AI, setting up custom formats, and filtering out unwanted information.
The data sync between telecrm and Hedy AI 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 Hedy AI. 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 Hedy AI
Hedy AI is a cutting-edge platform that leverages artificial intelligence to enhance productivity and streamline workflows. It offers innovative solutions for automating tasks, improving decision-making, and optimizing business processes.
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