Connect zebracrm and rollworks to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between zebracrm and rollworks?

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

Can we customize how data from zebracrm is recorded in rollworks?

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

How often does the data sync between zebracrm and rollworks?

The data sync between zebracrm and rollworks 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 zebracrm to rollworks?

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 zebracrm and rollworks?

Yes, you can set conditional logic to control the flow of data between zebracrm and rollworks. 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.