Custom Workflows for CRM Integrations Are Here!

Hi there,

Build advanced CRM automations directly inside Saleshandy, without Zapier or Make.

With Custom Workflow, you get full control over how your CRM and Saleshandy work together, all from inside the platform.

You can now create multi-step workflows with:

• Trigger and action logic
• AND/OR conditions
• Scheduled automations
• API and webhook triggers
• Multi-step action chains
• Response-based branching

Available for HubSpot, Salesforce, Pipedrive, and Zoho.

Available on Outreach Pro plan and above.