Connect Hedy AI and salesoptima to Build Intelligent Automations
Enable Integrations or automations with these events of Hedy AI and salesoptima
Enable Integrations or automations with these events of Hedy AI and salesoptima
Triggers
New Highlight Created
runs when New Highlight Created
Session Ends
runs when Session Ends
Actions
Get Session Details
Get a session's details, including transcript, conversation and meeting minutes
Get Highlight Details
Get a highlight's original quote, cleaned quote, and AI insights.
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Frequently Asked Questions
To start, connect both your Hedy AI and salesoptima accounts to viaSocket. Once connected, you can set up a workflow where an event in Hedy AI triggers actions in salesoptima (or vice versa).
Absolutely. You can customize how Hedy AI data is recorded in salesoptima. This includes choosing which data fields go into which fields of salesoptima, setting up custom formats, and filtering out unwanted information.
The data sync between Hedy AI and salesoptima 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 Hedy AI and salesoptima. 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 Hedy AI
Hedy AI is a cutting-edge platform that leverages artificial intelligence to enhance productivity and streamline workflows. It offers innovative solutions for automating tasks, improving decision-making, and optimizing business processes.
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About salesoptima
SalesOptima is an online Customer Relationship Management (CRM) service that conveniently enables you to organize, manage, and nurture your customer contacts in the office or on the go.
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