Connect upilot and c2a to Build Intelligent Automations

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c2a

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Frequently Asked Questions

How do I start an integration between upilot and c2a?

To start, connect both your upilot and c2a accounts to viaSocket. Once connected, you can set up a workflow where an event in upilot triggers actions in c2a (or vice versa).

Can we customize how data from upilot is recorded in c2a?

Absolutely. You can customize how upilot data is recorded in c2a. This includes choosing which data fields go into which fields of c2a, setting up custom formats, and filtering out unwanted information.

How often does the data sync between upilot and c2a?

The data sync between upilot and c2a 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 c2a?

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 c2a?

Yes, you can set conditional logic to control the flow of data between upilot and c2a. 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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c2a

About c2a

The c2a system was created for Contact Center offices to support, automate calls and other communication channels.

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