Connect upilot and MyCRM Leads to Build Intelligent Automations
Choose a Trigger
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- Request a new Trigger for upilot
Choose an Action
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- Request a new Action for MyCRM Leads
Integrate upilot with your favorite apps
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This process may take 15 to 30 days.
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Frequently Asked Questions
To start, connect both your upilot and MyCRM Leads accounts to viaSocket. Once connected, you can set up a workflow where an event in upilot triggers actions in MyCRM Leads (or vice versa).
Absolutely. You can customize how upilot data is recorded in MyCRM Leads. This includes choosing which data fields go into which fields of MyCRM Leads, setting up custom formats, and filtering out unwanted information.
The data sync between upilot and MyCRM Leads 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 upilot and MyCRM Leads. 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 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.
Learn MoreAbout MyCRM Leads
MyCRM puts everything you need at your fingertips so you can make the most of your limited and valuable time.
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