
When this happens...

Automatically do this!
Create Prospect/Add Prospect to Sequence OH HOLD
Assign Prospect Tag
Mark Prospect Status
Update Prospect Status
Enable Integrations or automations with these events of Meeting BaaS and Saleshandy
Send AI bots to meetings
Remove a bot from an ongoing meeting using the API
Get meeting recording and metadata.
create prospects in saleshandy Reason for Hold -> You don't have required permissions to access this resource
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 Meeting BaaS and Saleshandy accounts to viaSocket. Once connected, you can set up a workflow where an event in Meeting BaaS triggers actions in Saleshandy (or vice versa).
Absolutely. You can customize how Meeting BaaS 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 Meeting BaaS 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 Meeting BaaS 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.
Meeting BaaS is a comprehensive platform designed to streamline and enhance the process of organizing, scheduling, and conducting meetings. It offers a suite of tools to facilitate seamless communication, collaboration, and documentation, making it an ideal solution for businesses and teams looking to improve their meeting efficiency and productivity.
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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