Connect Tele CRM and Tess to Build Intelligent Automations
Choose a Trigger
When this happens...
New Leads Created or Modified
Choose an Action
Automatically do this!
Search Agents Details
Execute Agent
Ready to use Tele CRM and Tess automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Leads Created or Modified
Auto-created action shell
Do thisActions
Action is the task that follows automatically within your Tele CRM integrations.
Create a Lead
Add a lead
Update Lead Details
Update lead details
Search Leads
Search leads by name or email
Search Agents Details
Searches for agents and returns a list of matching agents with their key details.
Execute Agent
Runs the Tess assistant and returns the content it creates.
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Frequently Asked Questions
To start, connect both your Tele CRM and Tess accounts to viaSocket. Once connected, you can set up a workflow where an event in Tele CRM triggers actions in Tess (or vice versa).
Absolutely. You can customize how Tele CRM data is recorded in Tess. This includes choosing which data fields go into which fields of Tess, setting up custom formats, and filtering out unwanted information.
The data sync between Tele CRM and Tess 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 Tele CRM and Tess. 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 Tess
Tess is a versatile platform designed to enhance team collaboration and communication. It offers a suite of tools to streamline project management, facilitate seamless communication, and boost productivity across teams.
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