Integrations Saleshandy ClosedLoop AI
Saleshandy + ClosedLoop AI

Connect Saleshandy and ClosedLoop AI to Build Intelligent Automations

Choose a Trigger

Saleshandy

When this happens...

Choose an Action

ClosedLoop AI

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Ready to use Saleshandy and ClosedLoop AI automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Product Insight Generated

New Product Insight Generated

Runs when new product insight is generated

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Do thisActions

Action is the task that follows automatically within your Saleshandy integrations.

Create Prospect/Add Prospect to Sequence

Create Prospect/Add Prospect to Sequence

create prospects in saleshandy

Assign Prospect Tag

Assign Prospect Tag

Assign one or more existing or new tags to a prospect identified by email.

Mark Prospect Status

Mark Prospect Status

Update a prospect's sequence status (active, paused, finished, replied, unsubscribed) using the prospect's email and sequence ID or name.

Ingest Feedback

Ingest Feedback

Send customer feedback from any source to extract product insights.

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Frequently Asked Questions

How do I start an integration between Saleshandy and ClosedLoop AI?

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

Can we customize how data from Saleshandy is recorded in ClosedLoop AI?

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

How often does the data sync between Saleshandy and ClosedLoop AI?

The data sync between Saleshandy and ClosedLoop AI 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 Saleshandy to ClosedLoop AI?

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 Saleshandy and ClosedLoop AI?

Yes, you can set conditional logic to control the flow of data between Saleshandy and ClosedLoop AI. 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.

Saleshandy

About Saleshandy

With Saleshandy, businesses send personalized emails and automated follow-ups on a large scale to generate qualified leads and drive increased sales.

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ClosedLoop AI

About ClosedLoop AI

ClosedLoop AI offers advanced AI solutions tailored for healthcare analytics, enabling organizations to leverage data-driven insights for improved patient outcomes and operational efficiency.

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