Connect Saleshandy and Cliengo
Integrate Saleshandy with Cliengo to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Prospect/Add Prospect to Sequence OH HOLD in Saleshandy when New Customer/Contact in Cliengo
Assign Prospect Tag in Saleshandy when New Customer/Contact in Cliengo
Mark Prospect Status in Saleshandy when New Customer/Contact in Cliengo
Update Prospect Status in Saleshandy when New Customer/Contact in Cliengo
Create Prospect/Add Prospect to Sequence OH HOLD in Saleshandy when Updated Customer in Cliengo
Popular Saleshandy + Cliengo flows
Start from a real workflow other teams are already running.
Choose a trigger
Saleshandy
When this happens...
- Request a new Trigger for Saleshandy
Choose an action
Cliengo
Automatically do this!
Create Customer
Search Agent
Update Customer
Search Customer
List Account
List Account Payments
List Account Plan
List Sites
List Contacts
List Contact Count
List Contact Countsales
List LastWeek Contact Stats
List NewContacts By Day
List ContactStatsByLastTime
List Users
List Plans
Create Prospect/Add Prospect to Sequence OH HOLD in Saleshandy when New Customer/Contact in Cliengo
Use this flowAssign Prospect Tag in Saleshandy when New Customer/Contact in Cliengo
Use this flowMark Prospect Status in Saleshandy when New Customer/Contact in Cliengo
Use this flowUpdate Prospect Status in Saleshandy when New Customer/Contact in Cliengo
Use this flowCreate Prospect/Add Prospect to Sequence OH HOLD in Saleshandy when Updated Customer in Cliengo
Use this flowAssign Prospect Tag in Saleshandy when Updated Customer in Cliengo
Use this flowMark Prospect Status in Saleshandy when Updated Customer in Cliengo
Use this flowUpdate Prospect Status in Saleshandy when Updated Customer in Cliengo
Use this flowSupported Triggers & Actions
Everything you can automate between Saleshandy and Cliengo.
When this happensTriggers
A trigger is an event that starts a workflow.
New Customer/Contact
Triggers when a new contact/customer is created
Updated Customer
Triggers when a new customer is created or updated
Do thisActions
Action is the task that follows automatically within your Saleshandy integrations.
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.
Create Customer
creates a new customer
Search Agent
Search a agent
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Saleshandy
With Saleshandy, businesses send personalized emails and automated follow-ups on a large scale to generate qualified leads and drive increased sales.
Learn more
About Cliengo
Cliengo is a powerful chatbot and customer relationship management (CRM) tool designed to help businesses automate their customer service and sales processes. By integrating Cliengo into your workflow, you can enhance customer engagement, streamline communication, and improve overall efficiency.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Saleshandy and Cliengo accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Saleshandy and Cliengo as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Cliengo. No coding required.
Yes. You can set up a workflow where Saleshandy triggers actions in Cliengo, and a separate workflow where Cliengo triggers actions in Saleshandy. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Saleshandy and Cliengo. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Saleshandy and Cliengo integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
