Connect Tele CRM and sightmill to Build Intelligent Automations

Choose a Trigger

Tele CRM

When this happens...

Choose an Action

sightmill

Automatically do this!

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

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

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

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Frequently Asked Questions

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

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

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

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

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

The data sync between Tele CRM and sightmill 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 sightmill?

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 sightmill?

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

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sightmill

About sightmill

Gather customer feedback or employee feedback via email, on your website, by SMS, or at events with SightMill NPS (Net Promoter Score) survey software. Use NPS surveys to understand how to improve customer experience of your products and service.

Learn More