Connect Email and Saleshandy to Build Intelligent Automations

Choose a Trigger

Email

When this happens...

Choose an Action

Saleshandy

Automatically do this!

Enable Integrations or automations with these events of Email and Saleshandy

Enable Integrations or automations with these events of Email and Saleshandy

Actions

Send approval email

Send approval email

Ask someone to review or approve a step and capture their response via action buttons

Create Prospect/Add Prospect to Sequence OH HOLD

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 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.

Update Prospect Status

Update Prospect Status

Change a prospect's status.

Request a new Action for Email

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Frequently Asked Questions

How do I start an integration between Email and Saleshandy?

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

Can we customize how data from Email is recorded in Saleshandy?

Absolutely. You can customize how Email 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.

How often does the data sync between Email and Saleshandy?

The data sync between Email and Saleshandy 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 Email to Saleshandy?

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 Email and Saleshandy?

Yes, you can set conditional logic to control the flow of data between Email 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.

Email

About Email

Human Intervention is a powerful tool designed to facilitate seamless human interaction within automated workflows. It allows users to pause automation processes and request human input or approval before proceeding, ensuring accuracy and compliance in critical tasks.

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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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