Integrations Saleshandy sitecapture
Saleshandy + sitecapture

Connect Saleshandy and sitecapture to Build Intelligent Automations

Choose a Trigger

Saleshandy

When this happens...

Choose an Action

sitecapture

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Enable Integrations or automations with these events of Saleshandy and sitecapture

Enable Integrations or automations with these events of Saleshandy and sitecapture

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 sitecapture?

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

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

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

How often does the data sync between Saleshandy and sitecapture?

The data sync between Saleshandy and sitecapture 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 sitecapture?

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 sitecapture?

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

About sitecapture

SiteCapture is a field reporting tool to collect photos and data from a job site. SiteCapture is used in home service industries such as solar to improve time and accuracy of site survey and system installations. Take photos and sync in real time for the most advanced technology in field services.

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