Zapier and SalesOptima

Zapier and SalesOptima

Exciting news! You can now connect SalesOptima and Zapier to fire Zaps from within your SalesOptima account! Fire your Zaps on the contact level, or add them to your automation processes, the possibilities are endless! Check out this very brief overview of how this...
New ‘Alerts’ Dashboard in LiveConnect

New ‘Alerts’ Dashboard in LiveConnect

Now, in LiveConnect, you can further segment your workflow with our Alerts dashboard. This will allow you to prioritize manually or through automation to keep the most important cards in front of you at all times without the clutter of other alerts. Check it out! Want...
Release Note 5/13/22 – Email Validation

Release Note 5/13/22 – Email Validation

We have removed the Validate Email button that used to be in a contact’s General information box, and are instead validating the email automatically to keep your data clean! Simply click the “Email” field name to get more information about that email...