Connect Trengo and upilot to Build Intelligent Automations
Enable Integrations or automations with these events of Trengo and upilot
Enable Integrations or automations with these events of Trengo and upilot
Actions
Create a profile
Creates a profile
Get a Contact
Get a Contact by id.
Update a profile
Update a profile by ID.
Delete a profile
Delete a profile by ID.
Create a note
Create a note to profile.
Attach a contact
Attach a contact
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Frequently Asked Questions
To start, connect both your Trengo and upilot accounts to viaSocket. Once connected, you can set up a workflow where an event in Trengo triggers actions in upilot (or vice versa).
Absolutely. You can customize how Trengo data is recorded in upilot. This includes choosing which data fields go into which fields of upilot, setting up custom formats, and filtering out unwanted information.
The data sync between Trengo and upilot 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 Trengo and upilot. 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 Trengo
Trengo is a team collaboration tool to manage conversations from channels such as web chat, email and WhatsApp via one inbox.
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About upilot
UPilot is a CRM with advanced features like role-based access and control, email tracking, revenue forecast, all on a single platform and easy to use interface, resulting in enthusiastic user adoption in fast-growing companies.
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