What are Triggers💡 & Activities 🎯?
Triggers💡are actions that are performed by the prospect who has been enrolled in a sequence by the user. Examples of Triggers include email sent, email reply, link clicked, sequence email opened, and many more.
Activity🎯is the actions that are recorded in your Zoho Account when certain triggers are activated in your Saleshandy account. Examples of Activities include Create a Lead, Deal, Contact, Account, Task, and many more.
Once any of the Triggers are activated, their related Activities are performed, and similar activities also get recorded in Zoho, syncing your data from your Salashandy account to your Zoho account without going back and forth between the platforms.
How to Setup Triggers💡& Activities🎯?
📺Video Guide
🪜Steps to Follow
Please make sure to enable the triggers & activities you want to automate between Saleshandy & Zoho. You can select from Multiple Triggers available;
To enable it, you can use the toggle button ↔️ available, and from the drop-down, you can select the Activity you want to perform.
Example: When an Email is Sent from Saleshandy, a Deal is Created in Zoho
Once you have selected the relevant Activity you want, Click on Save. A pop-up will show you to Select the number of Deal Closing Date and Select Pipeline and Select Pipeline Stage.
If you're creating a Task in Zoho, there are some extra configurations you can add. They are Due Date, Subject, Status (Not Started, Deferred, In Progress, Completed, Waiting on someone else)
You can also set Priority (High, Highest, Low, Lowest, Normal) for your tasks as well.
Click on Save.
Mission accomplished! you've activated Trigger & Activity with Saleshandy👏
Which Triggers💡are available in Saleshandy, and What Activities🎯you can perform in Zoho?
Note: Saleshandy Default Triggers & Activites can't be changed.
Triggers | Activity |
Email Sent from Saleshandy | Create a Lead in Zoho |
Reply is Received in Saleshandy | Update a Lead in Zoho |
Sequence Email is Opened | Create a Deal in Zoho |
Link is Clicked in Saleshandy | Update a Deal in Zoho |
When a Prospect is Unsubscribed | Create a Contact in Zoho |
When an Email is Bounced | Update a Contact in Zoho |
When a Prospect is Finished | Create Account in Zoho |
When a Conversation Category is Updated | Update Account in Zoho |
Sequence Email is Opened | Create a Task in Zoho |
Mission accomplished; you've successfully Integrated Zoho with Saleshandy. 👏
Wishing you a delightful experience! ❤️
Happy Selling. 🤝
Warmest regards,
Saleshandy Team
👉 Next Steps
Check out the below articles If you want to know more about
💡 Tip
Don't hesitate to reach out if you have any questions. We're available on chat and ready to help you quickly. 🤗