Connect Wordware and Elevated CRM to Build Intelligent Automations

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  Wordware

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Elevated CRM

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Enable Integrations or automations with these events of Wordware and Elevated CRM

Enable Integrations or automations with these events of Wordware and Elevated CRM

Actions

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Run a Wordware App

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Frequently Asked Questions

How do I start an integration between Wordware and Elevated CRM?

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

Can we customize how data from Wordware is recorded in Elevated CRM?

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

How often does the data sync between Wordware and Elevated CRM?

The data sync between Wordware and Elevated 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 Wordware to Elevated 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 Wordware and Elevated CRM?

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