Connect Wootric and Wortal CRM to Build Intelligent Automations

Choose a Trigger

Wootric

When this happens...

Choose an Action

Wortal CRM

Automatically do this!

Enable Integrations or automations with these events of Wootric and Wortal CRM

Enable Integrations or automations with these events of Wootric and Wortal CRM

Actions

Create End User

Create End User

Creates a new end user in Wootric.

List End Users

List End Users

Get all an existing users.

List Segments

List Segments

List all an existing segments.

List Declines

List Declines

Get all an existing declines.

Get All End User’s Declines

Get All End User’s Declines

Get all an existing end user's declines.

Get NPS Summary

Get NPS Summary

Get all an existing nps summary.

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Frequently Asked Questions

How do I start an integration between Wootric and Wortal CRM?

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

Can we customize how data from Wootric is recorded in Wortal CRM?

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

How often does the data sync between Wootric and Wortal CRM?

The data sync between Wootric and Wortal 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 Wootric to Wortal 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 Wootric and Wortal CRM?

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

Wootric

About Wootric

Wootric is a customer feedback management platform that helps businesses gather, analyze, and act on customer feedback to improve customer satisfaction and loyalty

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Wortal CRM

About Wortal CRM

Wortal CRM is a comprehensive customer relationship management platform designed to streamline your sales and customer service processes. It offers tools for managing contacts, tracking sales, and enhancing customer interactions, making it ideal for businesses looking to improve their customer engagement and sales efficiency.

Learn More