Connect Tess and Leadrat to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Tess
Choose an Action
Automatically do this!
Create Lead
Get Leads
Enable Integrations or automations with these events of Tess and Leadrat
Enable Integrations or automations with these events of Tess and Leadrat
Actions
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.
Create Lead
Create a new lead in Leadrat including contact, property, schedule, and team details.
Get Leads
Get All Leads from LeadRAT
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Frequently Asked Questions
To start, connect both your Tess and Leadrat accounts to viaSocket. Once connected, you can set up a workflow where an event in Tess triggers actions in Leadrat (or vice versa).
Absolutely. You can customize how Tess data is recorded in Leadrat. This includes choosing which data fields go into which fields of Leadrat, setting up custom formats, and filtering out unwanted information.
The data sync between Tess and Leadrat 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 Tess and Leadrat. 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.
Learn MoreAbout Leadrat
Leadrat is a cutting-edge platform designed to enhance lead management and conversion strategies. It offers tools to streamline the process of capturing, tracking, and nurturing leads, ensuring businesses can maximize their sales potential.
Learn More
