Connect webify and Copilot CRM to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between webify and Copilot CRM?

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

Can we customize how data from webify is recorded in Copilot CRM?

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

How often does the data sync between webify and Copilot CRM?

The data sync between webify and Copilot CRM 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 webify to Copilot CRM?

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 webify and Copilot CRM?

Yes, you can set conditional logic to control the flow of data between webify and Copilot CRM. 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.

webify

About webify

Webify enables you to reach out to your potential customers through personalized cold emails.

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Copilot CRM

About Copilot CRM

Copilot CRM automates business processes and workflows by scheduling, routing, automatic invoicing, payment processing, and online booking.

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