Connect Tele CRM and simplecert to Build Intelligent Automations

Choose a Trigger

Tele CRM

When this happens...

Choose an Action

simplecert

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Leads Created or Modified

New Leads Created or Modified

Auto-created action shell

Request a new Trigger for Tele CRM

Do thisActions

Action is the task that follows automatically within your Tele CRM integrations.

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

Create Projects

Create Projects

Create a new project in simplecert.

Request a new Action for Tele CRM

We'll help you get started

Our team is all set to help you!

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Frequently Asked Questions

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

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

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

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

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

The data sync between Tele CRM and simplecert 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 simplecert?

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 simplecert?

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

About simplecert

SimpleCert is a platform designed to streamline the process of creating, managing, and distributing certificates. It offers tools for designing custom certificates, automating the distribution process, and tracking certificate issuance. Ideal for educational institutions, training providers, and organizations that need to issue certificates regularly, SimpleCert simplifies the entire certification process, making it efficient and hassle-free.

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