Connect Sanity and Salesdash CRM to Build Intelligent Automations

Choose a Trigger

Sanity

When this happens...

Choose an Action

Salesdash CRM

Automatically do this!

Enable Integrations or automations with these events of Sanity and Salesdash CRM

Enable Integrations or automations with these events of Sanity and Salesdash CRM

Actions

Create project

Create project

Create a new project with a display name and optional organization ID

Update Project

Update Project

Modify an existing Sanity project's name, settings, or metadata.

Delete Project

Delete Project

Delete a specific project.

Update Role

Update Role

Update the details of specific role.

Delete Role

Delete Role

Delete a specific role by its id.

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Frequently Asked Questions

How do I start an integration between Sanity and Salesdash CRM?

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

Can we customize how data from Sanity is recorded in Salesdash CRM?

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

How often does the data sync between Sanity and Salesdash CRM?

The data sync between Sanity and Salesdash CRM 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 Sanity to Salesdash CRM?

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 Sanity and Salesdash CRM?

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

Sanity

About Sanity

Sanity is a platform for structured content that allows teams to build and manage digital experiences with ease. It provides a flexible and customizable content management system (CMS) that adapts to your needs, enabling seamless collaboration and efficient content delivery.

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Salesdash CRM

About Salesdash CRM

Salesdash CRM helps small businesses grow sales with our simple client management software.

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