Connect telecrm and Height to Build Intelligent Automations
Choose a Trigger
When this happens...
Lead Is Updated
New Lead Is Created
Choose an Action
Automatically do this!
Get Task
Create Task
Search Tasks
Create Message
Create List
List all Lists
List all Tasks
List all Field Templates
List all Users
List all Groups
Create Team
Update List
Ready to use telecrm and Height 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 Task
Triggers when a new task is created.
Task Updated
Triggers when a new task is updated.
Task Deleted
Triggers when task is deleted.
New Activity
Triggers when a new activity 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
Get Task
Get a task detail by Id.
Create Task
Creates a task in your workspace.
Search Tasks
Search tasks through with a text query.
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Frequently Asked Questions
To start, connect both your telecrm and Height accounts to viaSocket. Once connected, you can set up a workflow where an event in telecrm triggers actions in Height (or vice versa).
Absolutely. You can customize how telecrm data is recorded in Height. This includes choosing which data fields go into which fields of Height, setting up custom formats, and filtering out unwanted information.
The data sync between telecrm and Height 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 Height. 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 Height
Height is a versatile project management tool designed to streamline team collaboration and task management. It offers features such as task tracking, real-time collaboration, and customizable workflows to enhance productivity and efficiency in project execution.
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