Connect TextIt and Wortal CRM to Build Intelligent Automations

Choose a Trigger

TextIt

When this happens...

Choose an Action

Wortal CRM

Automatically do this!

Enable Integrations or automations with these events of TextIt and Wortal CRM

Enable Integrations or automations with these events of TextIt and Wortal CRM

Actions

Create Topic

Create Topic

create a new topic.

Create a Group

Create a Group

create a new contact group.

Delete a Group

Delete a Group

Deletes a contact group by its name.

Create Campaigns

Create Campaigns

create a new campaign.

Update Campaigns

Update Campaigns

update an existing campaign.

Delete Campaign Events

Delete Campaign Events

Delete a campaign event.

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Frequently Asked Questions

How do I start an integration between TextIt and Wortal CRM?

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

Can we customize how data from TextIt is recorded in Wortal CRM?

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

How often does the data sync between TextIt and Wortal CRM?

The data sync between TextIt and Wortal CRM 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 TextIt to Wortal CRM?

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 TextIt and Wortal CRM?

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

TextIt

About TextIt

TextIt provides a way of automating conversational interactions over SMS, messaging bots and phone calls.

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Wortal CRM

About Wortal CRM

Wortal CRM is a comprehensive customer relationship management platform designed to streamline your sales and customer service processes. It offers tools for managing contacts, tracking sales, and enhancing customer interactions, making it ideal for businesses looking to improve their customer engagement and sales efficiency.

Learn More