Connect vtiger and autopilot to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between vtiger and autopilot?

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

Can we customize how data from vtiger is recorded in autopilot?

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

How often does the data sync between vtiger and autopilot?

The data sync between vtiger and autopilot 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 vtiger to autopilot?

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 vtiger and autopilot?

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

vtiger

About vtiger

Vtiger CRM is more than just a CRM. At its heart, Vtiger CRM enables salespersons and support staff do more through an easy but powerful interface. With built-in solutions that range from email marketing to activity and project management and beyond, Vtiger CRM provides an integrated solution to drive business growth.

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autopilot

About autopilot

Autopilot Journeys is visual marketing software for automating customer journeys, to help companies acquire and nurture leads through email, web, SMS and direct mail.

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