Connect upscale and rally to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between upscale and rally?

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

Can we customize how data from upscale is recorded in rally?

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

How often does the data sync between upscale and rally?

The data sync between upscale and rally 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 upscale to rally?

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 upscale and rally?

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

upscale

About upscale

Upscale is a sales engagement platform that helps SDRs maintain pipeline consistency & crush revenue goals faster with structured outreach.

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rally

About rally

Rally is an all-in-one automation and collaboration platform for business lawyers and their clients.

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