Connect Saleshandy and CRM.io to Build Intelligent Automations

Choose a Trigger

Saleshandy

When this happens...

Choose an Action

CRM.io

Automatically do this!

Enable Integrations or automations with these events of Saleshandy and CRM.io

Enable Integrations or automations with these events of Saleshandy and CRM.io

Actions

Create Prospect/Add Prospect to Sequence

Create Prospect/Add Prospect to Sequence

create prospects in saleshandy

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.

List All lists

List All lists

Retrieves the detail of all lists

Search List by Name

Search List by Name

Retrieves the detail of lists by name

List All Tags

List All Tags

Retrieves the detail of all tags

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Frequently Asked Questions

How do I start an integration between Saleshandy and CRM.io?

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

Can we customize how data from Saleshandy is recorded in CRM.io?

Absolutely. You can customize how Saleshandy data is recorded in CRM.io. This includes choosing which data fields go into which fields of CRM.io, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Saleshandy and CRM.io?

The data sync between Saleshandy and CRM.io 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 Saleshandy to CRM.io?

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 Saleshandy and CRM.io?

Yes, you can set conditional logic to control the flow of data between Saleshandy and CRM.io. 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.

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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CRM.io

About CRM.io

CRM.io is a comprehensive Customer Relationship Management platform designed to streamline and enhance the way businesses interact with their customers. It offers a suite of tools to manage customer data, track interactions, and automate sales processes, ensuring that businesses can maintain strong relationships with their clients and improve customer satisfaction.

Learn More