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Automate when something happens in salesroom
Login -> Create new flow -> Select trigger -> Search salesroom -> Choose the trigger from the list
Take action in salesroom when something happens in an app or you want to add step in flow
Login -> Create new flow -> Select action -> Search salesroom -> Choose the action from the list
Trigger
Action
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viaSocket listens for events from Salesroom (call start, end, transcript available, tags) and runs actions you define—like updating a CRM, sending an email, calling an AI action, or posting to Slack. No engineering required; use templates or build step-by-step flows.
Common integrations include Salesforce, HubSpot, Pipedrive, Zendesk, Slack, Gmail/Outlook, Google Sheets, and BI tools. viaSocket can also connect to other internal systems or custom APIs to fit your stack.
Yes. viaSocket can run AI actions on Salesroom transcripts to produce concise summaries, extract next steps, score lead quality, or auto-tag topics. You control the prompts and can require human review before updates go into your CRM.
You can launch basic automations (CRM updates, transcript saves, simple follow-ups) in a few hours using templates. More advanced flows with custom AI prompts or multi-step routing typically take a day or two to test and tune.
Salesroom: AI powered sales calls - LIVE enablement, analytics, auto CRM updates, and more.
Learn MoreviaSocket is an AI-powered, workflow automation platform that helps people and businesses connect apps and automate repetitive tasks. With thousands of integrations, anyone can build workflows to move data, cut manual work, and save time. Whether for simple tasks or large-scale processes, viaSocket makes automation easy and helps teams focus on what matters most.
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