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SalesOptima + Slidecast

Send Slidecast presentations to new SalesOptima contacts

Whenever a new contact in SalesOptima is added, they will be sent a self-guided Slidecast presentation via email and text message.

Whenever a new contact in SalesOptima is added, they will be sent a self-guided Slidecast presentation via email and text message.

  1. When this happens...
    SalesOptimaSalesOptima
    Contact Modified

    Triggers when a contact is added, edited, or deleted in SalesOptima.

    TriggerInstant
  2. automatically do this!
    SlidecastSlidecast
    Send a Self-Guided Slidecast

    Creates a new contact (or finds an existing contact) and sends them a selected Slidecast presentation

    ActionWrite
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Supported triggers and actions

What does this mean?

    • Contact PropertiesRequired

    Trigger
    Instant
    Try It

    • LinkCodeRequired

    • Contact SettingsRequired

    • Contact OverwriteRequired

    • ContactId

    • First Name

    • Last Name

    • Salutation

    • Title

    • Company Name

    • Address 1

    • Address 2

    • Address 3

    • City

    • State

    • Zip

    • Country

    • Phone

    • Check Duplicates by Phone

    • Home Phone

    • Mobile

    • Other Phone

    • Fax

    • Other Fax

    • Email

    • Email 2

    • Email 3

    • Website

    • Comments Title

    • Comments

    • Custom 1

    • Custom 2

    • Custom 3

    • Custom 4

    • Custom 5

    • Custom 6

    • Custom 7

    • Custom 8

    • Custom 9

    • Custom 10

    • Custom 11

    • Custom 12

    • Custom 13

    • Custom 14

    • Custom 15

    • Custom 16

    • Custom 17

    • Custom 18

    • Custom 19

    • Custom 20

    • Check 1

    • Check 2

    • Check 3

    • Check 4

    • Check 5

    • Check 6

    • Class 1

    • Class 2

    • Class 3

    • Class 4

    • Class 5

    • Class 6

    • Class 7

    • Class 8

    • Custom Date 1

    • Custom Date 2

    • Custom Date 3

    • Custom Text 1

    • Custom Text 2

    • Custom Text 3

    • Add Tag

    • Force Owner

    • Referral URL

    • Text Message Opt In

    • Metric Title 1

    • Metric Value 1

    • Metric Title 2

    • Metric Value 2

    • Metric Title 3

    • Metric Value 3

    • Metric Title 4

    • Metric Value 4

    • Metric Title 5

    • Metric Value 5

    • Metric Title 6

    • Metric Value 6

    • Metric Title 7

    • Metric Value 7

    • Metric Title 8

    • Metric Value 8

    • Metric Title 9

    • Metric Value 9

    • Metric Title 10

    • Metric Value 10

    Action
    Write

    • Select PresentationRequired

    Trigger
    Instant
    Try It
  • Slidecast triggers, actions, and search

    Contact Modified

    Triggers when a contact is added, edited, or deleted in Slidecast.

    Trigger
    Instant
    Try It

    • Select an EventRequired

    • Contact PropertiesRequired

    Trigger
    Instant
    Try It

    • Select PresentationRequired

    Trigger
    Instant
    Try It

    • Select PresentationRequired

    • Select SlideRequired

    Trigger
    Instant
    Try It
  • Slidecast triggers, actions, and search

    Any Slidecast Ended

    Triggers when a contact manually stops any Self-Guided Slidecast or clicks to the last slide.

    Trigger
    Instant
    Try It
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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.

Related categories

  • Sales & CRM
slidecast logo
slidecast logo

About Slidecast

Slidecast enables you to engage your customers seamlessly and virtually using simple, beautiful, and effective presentation sharing, in real-time without software or apps to install.

Related categories