Connect Saleshandy and neos to Build Intelligent Automations

Choose a Trigger

Saleshandy

When this happens...

Choose an Action

neos

Automatically do this!

Enable Integrations or automations with these events of Saleshandy and neos

Enable Integrations or automations with these events of Saleshandy and neos

Actions

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 Saleshandy

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Frequently Asked Questions

How do I start an integration between Saleshandy and neos?

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

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

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

How often does the data sync between Saleshandy and neos?

The data sync between Saleshandy and neos 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 neos?

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 neos?

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

About neos

Neos is a cloud-based platform that helps law firms resolve more cases and improve overall efficiency.

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