Connect SMTP and salesoptima to Build Intelligent Automations
Enable Integrations or automations with these events of SMTP and salesoptima
Enable Integrations or automations with these events of SMTP and salesoptima
Actions
Send Email
Send a Message.
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Frequently Asked Questions
To start, connect both your SMTP and salesoptima accounts to viaSocket. Once connected, you can set up a workflow where an event in SMTP triggers actions in salesoptima (or vice versa).
Absolutely. You can customize how SMTP 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 SMTP 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 SMTP 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 SMTP
SMTP (Simple Mail Transfer Protocol) is like a digital postman that sends your emails to the right place on the internet. To use it, you’ll need the SMTP server address (like smtp.gmail.com), port number (587 or 465), and your email login credentials.
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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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