
When this happens...

Automatically do this!
Enable Integrations or automations with these events of Tess and salespanel
Searches for agents and returns a list of matching agents with their key details.
Runs the Tess assistant and returns the content it creates.

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To start, connect both your Tess and salespanel accounts to viaSocket. Once connected, you can set up a workflow where an event in Tess triggers actions in salespanel (or vice versa).
Absolutely. You can customize how Tess data is recorded in salespanel. This includes choosing which data fields go into which fields of salespanel, setting up custom formats, and filtering out unwanted information.
The data sync between Tess and salespanel 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 salespanel. 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.
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 MoreSalespanel brings all your leads in a single screen when they engage with your emails, marketing newsletters, website page or webforms.
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