
When this happens...
New Lead Is Added
Lead Updated

Automatically do this!
Create Prospect/Add Prospect to Sequence OH HOLD
Assign Prospect Tag
Mark Prospect Status
Update Prospect Status
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when new lead is added
Triggers when a lead updates
Action is the task that follows automatically within your Sukam Apps CRM integrations.
Add a new lead to your CRM
Add contact/lead with fields
Create account/lead record
Create a new support ticket
Create opportunity record
create prospects in saleshandy Reason for Hold -> You don't have required permissions to access this resource
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To start, connect both your Sukam Apps CRM and Saleshandy accounts to viaSocket. Once connected, you can set up a workflow where an event in Sukam Apps CRM triggers actions in Saleshandy (or vice versa).
Absolutely. You can customize how Sukam Apps CRM data is recorded in Saleshandy. This includes choosing which data fields go into which fields of Saleshandy, setting up custom formats, and filtering out unwanted information.
The data sync between Sukam Apps CRM and Saleshandy 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 Sukam Apps CRM and Saleshandy. 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.
Sukam Apps CRM is an easy and powerful software designed to help your business grow. It is AI-powered and fully cloud-based, meaning you can manage your work from anywhere. Its main goal is to bring your Sales, Marketing, and Customer Support together in one place. With its advanced features, you can build stronger relationships with your customers, speed up your workflow, and boost your team's productivity. With Sukam Apps CRM, you can organize your business and run it the smart way.
Learn MoreWith Saleshandy, businesses send personalized emails and automated follow-ups on a large scale to generate qualified leads and drive increased sales.
Learn More