Integrations Xperiencify Unifyy CRM
Xperiencify + Unifyy CRM

Connect Xperiencify and Unifyy CRM to Build Intelligent Automations

Choose a Trigger

Xperiencify

When this happens...

Choose an Action

Unifyy CRM

Automatically do this!

Enable Integrations or automations with these events of Xperiencify and Unifyy CRM

Enable Integrations or automations with these events of Xperiencify and Unifyy CRM

Actions

Add Student to a Course

Add Student to a Course

Add student to a existing course.

Search Student

Search Student

Retrieve the details of student by its email address.

Update Student Info

Update Student Info

Update a student’s details using their email address.

Remove Student From Course

Remove Student From Course

Remove the student from a specific course.

Remove Student From All Course

Remove Student From All Course

Remove a student from all courses.

Add Tag to Student

Add Tag to Student

Assign one or more tags to a student.

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Frequently Asked Questions

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

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

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

Absolutely. You can customize how Xperiencify 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 Xperiencify and Unifyy CRM?

The data sync between Xperiencify 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 Xperiencify 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 Xperiencify and Unifyy CRM?

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

Xperiencify

About Xperiencify

Xperiencify is an online course platform that builds 8 psychological triggers into your course.

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Unifyy CRM

About Unifyy CRM

Unifyy is a sales CRM with a built-in dialer that unifies your sales communication, automates email and SMS followup, and much more!

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