Connect willo and SAM.ai to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between willo and SAM.ai?

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

Can we customize how data from willo is recorded in SAM.ai?

Absolutely. You can customize how willo 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.

How often does the data sync between willo and SAM.ai?

The data sync between willo and SAM.ai 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 willo to SAM.ai?

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 willo and SAM.ai?

Yes, you can set conditional logic to control the flow of data between willo 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.

willo

About willo

Willo helps you get answers to your questions faster with video interviewing. Works beautifully across all devices, everywhere, every time.

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SAM.ai

About 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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