Connect vanillasoft and Climbo to Build Intelligent Automations
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Frequently Asked Questions
To start, connect both your vanillasoft and Climbo accounts to viaSocket. Once connected, you can set up a workflow where an event in vanillasoft triggers actions in Climbo (or vice versa).
Absolutely. You can customize how vanillasoft data is recorded in Climbo. This includes choosing which data fields go into which fields of Climbo, setting up custom formats, and filtering out unwanted information.
The data sync between vanillasoft and Climbo 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 vanillasoft and Climbo. 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 vanillasoft
VanillaSoft is a CRM app that combines the best of CRM, Lead Management and Telemarketing applications into one of the most capable phone sales environments.
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About Climbo
Climbo is a piece of software for managing, sharing, and generating reviews by invitation.
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