Integrations Saleshandy Project Monitor
Saleshandy + Project Monitor

Connect Saleshandy and Project Monitor to Build Intelligent Automations

Choose a Trigger

Saleshandy

When this happens...

Choose an Action

Project Monitor

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Enable Integrations or automations with these events of Saleshandy and Project Monitor

Enable Integrations or automations with these events of Saleshandy and Project Monitor

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 Project Monitor?

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

Can we customize how data from Saleshandy is recorded in Project Monitor?

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

How often does the data sync between Saleshandy and Project Monitor?

The data sync between Saleshandy and Project Monitor 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 Project Monitor?

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 Project Monitor?

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

About Project Monitor

Project Monitor is a PPM software that aims to manage your portfolios for all kinds of projects/sectors. Control the entire lifecycle, from request management to project execution. Measure progress on your team's workload and save time with a data-driven dashboard.

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