Connect Sendme and salesoptima to Build Intelligent Automations
Enable Integrations or automations with these events of Sendme and salesoptima
Enable Integrations or automations with these events of Sendme and salesoptima
Triggers
New or Update Contact
Triggers when a contact is created or Updated.
Actions
Update Contact
Update contact in Sendme.
Create Contact
Create contact in Sendme
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Frequently Asked Questions
To start, connect both your Sendme and salesoptima accounts to viaSocket. Once connected, you can set up a workflow where an event in Sendme triggers actions in salesoptima (or vice versa).
Absolutely. You can customize how Sendme data is recorded in salesoptima. This includes choosing which data fields go into which fields of salesoptima, setting up custom formats, and filtering out unwanted information.
The data sync between Sendme and salesoptima 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 Sendme and salesoptima. 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 Sendme
Sendme is a versatile platform designed to streamline your communication and file-sharing needs. Whether you're collaborating with a team or sharing important documents, Sendme ensures seamless and secure exchanges.
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About salesoptima
SalesOptima is an online Customer Relationship Management (CRM) service that conveniently enables you to organize, manage, and nurture your customer contacts in the office or on the go.
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