Connect Tele CRM and kobana to Build Intelligent Automations

Choose a Trigger

Tele CRM

When this happens...

Choose an Action

kobana

Automatically do this!

Enable Integrations or automations with these events of Tele CRM and kobana

Enable Integrations or automations with these events of Tele CRM and kobana

Triggers

New Leads Created or Modified

New Leads Created or Modified

Auto-created action shell

Request a new Trigger for Tele CRM

Actions

Create a Lead

Create a Lead

Add a lead

Update Lead Details

Update Lead Details

Update lead details

Search Leads

Search Leads

Search leads by name or email

Request a new Action for Tele CRM

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between Tele CRM and kobana?

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

Can we customize how data from Tele CRM is recorded in kobana?

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

How often does the data sync between Tele CRM and kobana?

The data sync between Tele CRM and kobana 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 Tele CRM to kobana?

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 Tele CRM and kobana?

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

Tele CRM

About Tele CRM

A CRM tool for managing customer data and communications.

Learn More
kobana

About kobana

Kobana connects your company's or your users' internal systems through a unique API interface that automates billing, updates statements, makes payments at more than 30 Brazilian banks in a scalable and secure way.

Learn More