Integrations Yellow.ai Centralstation CRM
Yellow.ai + Centralstation CRM

Connect Yellow.ai and Centralstation CRM to Build Intelligent Automations

Choose a Trigger

Yellow.ai

When this happens...

Choose an Action

Centralstation CRM

Automatically do this!

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Outbound Template

New Outbound Template

Triggered when a new outbound template is created in Yellow.ai.

New Company

New Company

Triggers when a new company is created

New Person

New Person

Triggers when a new person is created

New Project

New Project

Triggers when a new project is created

New Task

New Task

Triggers when a new task is created

New Deal

New Deal

Triggers when a new deal is created

Do thisActions

Action is the task that follows automatically within your Yellow.ai integrations.

Create User

Create User

Creates a new user in the Yellow.ai platform.

Get Outbound Templates

Get Outbound Templates

Get all active Outbound templates associated with a specified bot ID.

List All People

List All People

Retrieves the details of all people

Search People by Email

Search People by Email

Retrieves the details of the person by email

List All Companies

List All Companies

Retrieves the details of all companies

List All Deals

List All Deals

Retrieves the details of all deals

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Frequently Asked Questions

How do I start an integration between Yellow.ai and Centralstation CRM?

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

Can we customize how data from Yellow.ai is recorded in Centralstation CRM?

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

How often does the data sync between Yellow.ai and Centralstation CRM?

The data sync between Yellow.ai and Centralstation 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 Yellow.ai to Centralstation 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 Yellow.ai and Centralstation CRM?

Yes, you can set conditional logic to control the flow of data between Yellow.ai and Centralstation 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.

Yellow.ai

About Yellow.ai

Yellow.ai is a leading AI-powered platform that specializes in automating customer interactions across various channels. It leverages advanced artificial intelligence to provide seamless and personalized customer experiences, enhancing engagement and satisfaction. The platform is designed to cater to businesses looking to optimize their customer support, marketing, and sales processes through intelligent automation.

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Centralstation CRM

About Centralstation CRM

CentralStationCRM is an easy CRM software. We focus on ease of use, collaboration and work best when you have (or want) long term relationships.

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