Connect Wordware and Unifyy CRM to Build Intelligent Automations

Choose a Trigger

  Wordware

When this happens...

Choose an Action

Unifyy CRM

Automatically do this!

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

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

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

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

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

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

The data sync between Wordware and Unifyy 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 Unifyy 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 Unifyy CRM?

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