Integrations Saleshandy Planning Pod
Saleshandy + Planning Pod

Connect Saleshandy and Planning Pod to Build Intelligent Automations

Choose a Trigger

Saleshandy

When this happens...

Choose an Action

Planning Pod

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Enable Integrations or automations with these events of Saleshandy and Planning Pod

Enable Integrations or automations with these events of Saleshandy and Planning Pod

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.

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Frequently Asked Questions

How do I start an integration between Saleshandy and Planning Pod?

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

Can we customize how data from Saleshandy is recorded in Planning Pod?

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

How often does the data sync between Saleshandy and Planning Pod?

The data sync between Saleshandy and Planning Pod 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 Planning Pod?

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 Planning Pod?

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

About Planning Pod

Planning Pod is an event management platform designed for event venues and planning professionals to keep you and your team organized and to centralize your event details.

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