Connect zebracrm and Portal CX to Build Intelligent Automations
Choose a Trigger
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- Request a new Trigger for zebracrm
Choose an Action
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- Request a new Action for Portal CX
Integrate zebracrm with your favorite apps
The app you are looking for is in beta, and we are awaiting verification from the app builders
before making it accessible to end users.
This process may take 15 to 30 days.
If you can’t wait, we can add the beta version to your viaSocket workspace within 24 hours.
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Frequently Asked Questions
To start, connect both your zebracrm and Portal CX accounts to viaSocket. Once connected, you can set up a workflow where an event in zebracrm triggers actions in Portal CX (or vice versa).
Absolutely. You can customize how zebracrm data is recorded in Portal CX. This includes choosing which data fields go into which fields of Portal CX, setting up custom formats, and filtering out unwanted information.
The data sync between zebracrm and Portal CX typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between zebracrm and Portal CX. 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.
About Portal CX
PortalCX helps you give your customers a real-time view of their projects to reduce churn, cut support costs, and improve customer satisfaction. All through Portals customized to your business.
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