Enable Integrations or automations with these events of Thoughtly and salesoptima
Search user details by email id.
Create new contact.
Delete an contact.
Call a contact
Search calls.
Search contacts by phone number.
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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Thoughtly and salesoptima accounts to viaSocket. Once connected, you can set up a workflow where an event in Thoughtly triggers actions in salesoptima (or vice versa).
Absolutely. You can customize how Thoughtly data is recorded in salesoptima. This includes choosing which data fields go into which fields of salesoptima, setting up custom formats, and filtering out unwanted information.
The data sync between Thoughtly and salesoptima 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 Thoughtly and salesoptima. 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.
Thoughtly automates your sales, support, and everything in between. Full-time human-like agents at your service, every hour of every day.
Learn MoreSalesOptima is an online Customer Relationship Management (CRM) service that conveniently enables you to organize, manage, and nurture your customer contacts in the office or on the go.
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