SalesOptima integration with Slidecast
How to Send Slidecast presentations to new SalesOptima contacts
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Send Slidecast presentations to new SalesOptima contacts" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate SalesOptima integrations
SalesOptima actions
Nekton can use any feature that is available in SalesOptima API.
Using our advanced AI, you can easily create custom automations for SalesOptima.
Here are some typical actions you can do in your automated workflows.
Add or Edit Contact
Add a new contact or edit an existing contact in SalesOptima
Contact Modified
Triggers when a contact is added, edited, or deleted in SalesOptima.
Contact Event Fired
Triggers when a custom contact event is fired
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.