
When this happens...

Automatically do this!
Create Prospect/Add Prospect to Sequence
Assign Prospect Tag
Mark Prospect Status
Enable Integrations or automations with these events of ai and saleshandy
create prospects in saleshandy
Assign one or more existing or new tags to a prospect identified by email.
Update a prospect's sequence status (active, paused, finished, replied, unsubscribed) using the prospect's email and sequence ID or name.
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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your ai and saleshandy accounts to viaSocket. Once connected, you can set up a workflow where an event in ai triggers actions in saleshandy (or vice versa).
Absolutely. You can customize how ai data is recorded in saleshandy. This includes choosing which data fields go into which fields of saleshandy, setting up custom formats, and filtering out unwanted information.
The data sync between ai and saleshandy 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 ai and saleshandy. 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.
Smart task and text handling powered by a flexible AI. Create text prompts to perform standard tasks like extracting lead (or other) data or answer discrete questions like "where should this message be routed?". Or, create your own!
Learn MoreWith 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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