Connect ClosedLoop AI and Saleshandy to Build Intelligent Automations
Ready to use ClosedLoop AI and Saleshandy automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Product Insight Generated
Runs when new product insight is generated
Do thisActions
Action is the task that follows automatically within your ClosedLoop AI integrations.
Send Feedback
Send customer feedback to extract product insights.
Create Prospect/Add Prospect to Sequence OH HOLD
create prospects in saleshandy Reason for Hold -> You don't have required permissions to access this resource
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.
Update Prospect Status
Change a prospect's status.
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Frequently Asked Questions
To start, connect both your ClosedLoop AI and Saleshandy accounts to viaSocket. Once connected, you can set up a workflow where an event in ClosedLoop AI triggers actions in Saleshandy (or vice versa).
Absolutely. You can customize how ClosedLoop 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 ClosedLoop 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 ClosedLoop 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.
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.
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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