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SalesOptima Core logoSalesOptima Core logo
Slidecast logoSlidecast logo

SalesOptima Core + Slidecast

SalesOptima Core + Slidecast

SalesOptima Core + Slidecast integrations

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.

  1. When this happens...
    Contact Modified
    Contact Modified
    Contact ModifiedTriggers when a contact is added, edited, or deleted in SalesOptima.
    TriggerInstant
  2. automatically do this!
    Send a Self-Guided Slidecast
    Send a Self-Guided Slidecast
    Send a Self-Guided SlidecastCreates a new contact (or finds an existing contact) and sends them a selected Slidecast presentation
    ActionWrite
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More things you can do with SalesOptima Core and Slidecast

Discover other triggers and actions you can use with SalesOptima Core and Slidecast

    • Contact Properties
      Required
    Trigger
    Instant
    Try It
    • LinkCode
      Required
    • Contact Settings
      Required
    • Contact Overwrite
      Required
    • ContactId
    • First Name
    • Last Name
    • Salutation
    • Title
    • Company Name
    • Address 1
    • Address 2
    • Address 3
    • City
    • State
    • Zip
    • Country
    • Phone
    • Home Phone
    • Check Duplicates by Phone
    • Mobile
    • Check Duplicates by 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 Title
    • Custom Date 1
    • Custom Date 2 Title
    • Custom Date 2
    • Custom Date 3 Title
    • Custom Date 3
    • Custom Text 1
    • Custom Text 2
    • Custom Text 3
    • Add Tag
    • Force Owner
    • Referral URL
    • Text Message Opt In
    • Email Info Compliance Text
    • Email Info Subscribe
    • Email Promo Subscribe
    • Email Promo Compliance Text
    • 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
    • Note Type Code
    • Note 1 Title
    • Note 1
    • Note 2 Title
    • Note 2
    • Note 3 Title
    • Note 3
    • Note 4 Title
    • Note 4
    • Note 5 Title
    • Note 5
    • Note 6 Title
    • Note 6
    • Note 7 Title
    • Note 7
    • Note 8 Title
    • Note 8
    • Note 9 Title
    • Note 9
    • Note 10 Title
    • Note 10
    • Multi Comments 1 Title
    • Multi Comments 1
    • Multi Comments 2 Title
    • Multi Comments 2
    • Multi Comments 3 Title
    • Multi Comments 3
    • Multi Comments 4 Title
    • Multi Comments 4
    • Multi Comments 5 Title
    • Multi Comments 5
    • Multi Comments 6 Title
    • Multi Comments 6
    • Multi Comments 7 Title
    • Multi Comments 7
    • Multi Comments 8 Title
    • Multi Comments 8
    • Multi Comments 9 Title
    • Multi Comments 9
    • Multi Comments 10 Title
    • Multi Comments 10
    • Contact New Proc ID
    • Contact Dup Proc ID
    • Ignore Web Form Proc ID
    • Contact New Proc CLP User ID
    • Contact Dup Proc CLP UserID
    Action
    Write
    • Select Presentation
      Required
    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 Event
      Required
    • Contact Properties
      Required
    Trigger
    Instant
    Try It
    • Select Presentation
      Required
    Trigger
    Instant
    Try It
    • Select Presentation
      Required
    • Select Slide
      Required
    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 Core
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.
HelpHelp
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.
HelpHelp
Related categories
Sales & CRM