Connect upilot and whale to Build Intelligent Automations

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upilot

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whale

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Frequently Asked Questions

How do I start an integration between upilot and whale?

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

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

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

How often does the data sync between upilot and whale?

The data sync between upilot and whale 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 whale?

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 whale?

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

About whale

Centralize all your processes, SOPs, playbooks, and more — so you can quickly onboard, train, and set your team up for success.

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