Integrations Yellow.ai CRM In Cloud
Yellow.ai + CRM In Cloud

Connect Yellow.ai and CRM In Cloud to Build Intelligent Automations

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Yellow.ai

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Choose an Action

CRM In Cloud

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Enable Integrations or automations with these events of Yellow.ai and CRM In Cloud

Enable Integrations or automations with these events of Yellow.ai and CRM In Cloud

Triggers

New Outbound Template

New Outbound Template

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

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Actions

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.

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Frequently Asked Questions

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

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

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

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

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

The data sync between Yellow.ai and CRM In Cloud 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 CRM In Cloud?

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 CRM In Cloud?

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

About CRM In Cloud

CRM in Cloud offers contact management, marketing automation, quote generation, analytics, telephony integration, sales force management with a modern and easy to use interface.

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