Connect Yellow.ai and Eway CRM to Build Intelligent Automations

Choose a Trigger

Yellow.ai

When this happens...

Choose an Action

Eway CRM

Automatically do this!

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

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

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 Eway CRM?

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

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

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

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

The data sync between Yellow.ai and Eway 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 Eway 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 Eway CRM?

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

About Eway CRM

eWay-CRM is a CRM software embedded right into Microsoft Outlook. It helps companies all around the world efficiently manage contacts, customers, deals, projects, and marketing campaigns.

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