Integrations Status Hero salesoptima
Status Hero + salesoptima

Connect Status Hero and salesoptima to Build Intelligent Automations

Choose a Trigger

Status Hero

When this happens...

Choose an Action

salesoptima

Automatically do this!

Enable Integrations or automations with these events of Status Hero and salesoptima

Enable Integrations or automations with these events of Status Hero and salesoptima

Actions

Create Team Holiday

Create Team Holiday

Creates a team-wide holiday for your team.

Record Member Absence

Record Member Absence

Records leave, vacation, or absence for a team member.

Record an Activity

Record an Activity

Records an activity and adds it to the next check-in for a specific team member.

Request a new Action for Status Hero

Explore more automations built by businesses and experts

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between Status Hero and salesoptima?

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

Can we customize how data from Status Hero is recorded in salesoptima?

Absolutely. You can customize how Status Hero 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.

How often does the data sync between Status Hero and salesoptima?

The data sync between Status Hero and salesoptima 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 Status Hero to salesoptima?

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 Status Hero and salesoptima?

Yes, you can set conditional logic to control the flow of data between Status Hero 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.

Status Hero

About Status Hero

Status Hero is a tool that helps teams track daily goals, activity logs, and blockers for more effective project management and communication.

Learn More
salesoptima

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.

Learn More