New Integration Settings

Alexandra Tallon author on Overloop CRM blog
Alexandra Tallon Jul 24, 20191 min read

We have updated our integrations settings and we hope that you like it as much as we do :)

For now on, you create a workflow that contains 3 steps.

  1. Choose a trigger: You can choose when you want to create a new deal. For example, you can ask Overloop to create new deals when a prospect replies or when you create a prospect.

New Integration Settings in Overloop sales automation & cold emailing software

  1. Define a segment: Then you can define if the workflow should be applied to all prospects ot to some prospects.

New Integration Settings in Overloop sales automation & cold emailing software

  1. Choose a destination: Using a trigger, workflows automatically complete an action in a destination app. You can choose where you want to create the deal.

New Integration Settings in Overloop sales automation & cold emailing software

I hope you are as excited as we are.

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