Connect Saleshandy and smarttouch-nexgen-crm to Build Intelligent Automations
Enable Integrations or automations with these events of Saleshandy and smarttouch-nexgen-crm
Enable Integrations or automations with these events of Saleshandy and smarttouch-nexgen-crm
Actions
Create Prospect/Add Prospect to Sequence
create prospects in saleshandy
Assign Prospect Tag
Assign one or more existing or new tags to a prospect identified by email.
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
Change a prospect's status.
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Frequently Asked Questions
To start, connect both your Saleshandy and smarttouch-nexgen-crm accounts to viaSocket. Once connected, you can set up a workflow where an event in Saleshandy triggers actions in smarttouch-nexgen-crm (or vice versa).
Absolutely. You can customize how Saleshandy data is recorded in smarttouch-nexgen-crm. This includes choosing which data fields go into which fields of smarttouch-nexgen-crm, setting up custom formats, and filtering out unwanted information.
The data sync between Saleshandy and smarttouch-nexgen-crm typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Saleshandy and smarttouch-nexgen-crm. 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.
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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About smarttouch-nexgen-crm
SmartTouch® NexGen is a CRM that allows for management of home buyer and broker engagement to sell more homes faster.
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