Connect upnify and SAM.ai to Build Intelligent Automations
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- Request a new Trigger for upnify
Choose an Action
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- Request a new Action for SAM.ai
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Frequently Asked Questions
To start, connect both your upnify and SAM.ai accounts to viaSocket. Once connected, you can set up a workflow where an event in upnify triggers actions in SAM.ai (or vice versa).
Absolutely. You can customize how upnify data is recorded in SAM.ai. This includes choosing which data fields go into which fields of SAM.ai, setting up custom formats, and filtering out unwanted information.
The data sync between upnify and SAM.ai 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 upnify and SAM.ai. 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 upnify
Upnify is a CRM platform designed for sales teams that provides email templates, sales reports, automated lead assignment, and more.
Learn MoreAbout SAM.ai
SAM is a sales and marketing tool that lets you organize and manage your leads, opportunities, accounts & partners with efficient features.
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