Connect upilot and b1g1 to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between upilot and b1g1?

To start, connect both your upilot and b1g1 accounts to viaSocket. Once connected, you can set up a workflow where an event in upilot triggers actions in b1g1 (or vice versa).

Can we customize how data from upilot is recorded in b1g1?

Absolutely. You can customize how upilot data is recorded in b1g1. This includes choosing which data fields go into which fields of b1g1, setting up custom formats, and filtering out unwanted information.

How often does the data sync between upilot and b1g1?

The data sync between upilot and b1g1 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 upilot to b1g1?

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 upilot and b1g1?

Yes, you can set conditional logic to control the flow of data between upilot and b1g1. 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.

upilot

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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b1g1

About b1g1

Embed giving into the heart of your business model and activities through B1G1’s giving platform

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