Integrations workamajig CleverReach
workamajig + CleverReach

Connect workamajig and CleverReach to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between workamajig and CleverReach?

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

Can we customize how data from workamajig is recorded in CleverReach?

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

How often does the data sync between workamajig and CleverReach?

The data sync between workamajig and CleverReach 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 workamajig to CleverReach?

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 workamajig and CleverReach?

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

workamajig

About workamajig

Workamajig Creative Manager now allows you to add contacts, companies, opportunities and activities to the CRM module.

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CleverReach

About CleverReach

CleverReach is a powerful email marketing tool designed to help businesses create, send, and analyze email campaigns with ease. It offers a range of features including customizable templates, automation, and detailed analytics to optimize your email marketing efforts.

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