Connect zefort and Salesdash CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for zefort
Choose an Action
Automatically do this!
- Request a new Action for Salesdash CRM
Integrate zefort 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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- text is aiReplytoCommentSend a Private ReplyAdd Step
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- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
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Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
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Frequently Asked Questions
To start, connect both your zefort and Salesdash CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in zefort triggers actions in Salesdash CRM (or vice versa).
Absolutely. You can customize how zefort data is recorded in Salesdash CRM. This includes choosing which data fields go into which fields of Salesdash CRM, setting up custom formats, and filtering out unwanted information.
The data sync between zefort and Salesdash CRM 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 zefort and Salesdash 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.
About zefort
Zefort is a contract management platform to easily store, search and share contracts and other important documents.
Learn MoreAbout Salesdash CRM
Salesdash CRM helps small businesses grow sales with our simple client management software.
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