Connect telecrm and Scalekit to Build Intelligent Automations
Choose a Trigger
When this happens...
Lead Is Updated
New Lead Is Created
Choose an Action
Automatically do this!
Create an Organization
Create New User
Ready to use telecrm and Scalekit 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 an Organization
Creates an Organization.
Create New User
Creates new user in organization.
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Frequently Asked Questions
To start, connect both your telecrm and Scalekit accounts to viaSocket. Once connected, you can set up a workflow where an event in telecrm triggers actions in Scalekit (or vice versa).
Absolutely. You can customize how telecrm data is recorded in Scalekit. This includes choosing which data fields go into which fields of Scalekit, setting up custom formats, and filtering out unwanted information.
The data sync between telecrm and Scalekit 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 Scalekit. 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 Scalekit
Scalekit is a powerful platform designed to enhance productivity and streamline project management processes. It offers a suite of tools to help teams collaborate efficiently, manage tasks, and track progress seamlessly.
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