Connect circleloop and saleshandy to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for circleloop
Choose an Action
Automatically do this!
Create Prospect/Add Prospect to Sequence
Assign Prospect Tag
Mark Prospect Status
Enable Integrations or automations with these events of circleloop and saleshandy
Enable Integrations or automations with these events of circleloop and saleshandy
Actions
Create Prospect/Add Prospect to Sequence
create prospects in saleshandy
Assign Prospect Tag
Assign one or more existing or new tags to a prospect identified by email.
Mark Prospect Status
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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Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
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Frequently Asked Questions
To start, connect both your circleloop and saleshandy accounts to viaSocket. Once connected, you can set up a workflow where an event in circleloop triggers actions in saleshandy (or vice versa).
Absolutely. You can customize how circleloop 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 circleloop 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 circleloop 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.
About circleloop
CircleLoop is a cloud-based business phone system, which allows you to make and receive calls on any device, anywhere.
Learn MoreAbout 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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