Hello there, Saleshandy users! 👋
Unlock the power of Saleshandy integrations with Zapier!
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Zapier Integration🔗
To automate these actions using Zapier and Saleshandy, you will need to set up a Zap (an automated workflow) that connects your CRM with Saleshandy. Before setting up the Zap, make sure you have the necessary API key from your Saleshandy account. To learn more about how to generate an API Key, Checkout 🧬Saleshandy API
🪜Steps to Follow
Step 0 Select Integration Using Zapier
Log in to your Saleshandy account, navigate to settings, click on integrations, and click on Integrations using Zapier.
Connect Saleshandy to 6000+ Apps using Zapier. Click here to connect it.
Step 1 Create a Zap in Zapier
Log in to your Zapier account.
Click on "Create" to start creating a new automation. You can also get help from AI as well.
Step 2 Choose a Trigger App
Select your CRM system as the trigger app, or if it's not CRM, choose any other app. This is where you'll get the prospect information.
Example:
Salesforce
HubSpot CRM
Zendesk
Zoho CRM
Pipedrive
ActiveCampaign
Google Sheets
Step 3 Select a Trigger Event
Choose the event that will trigger the automation in your CRM, such as when a new lead is created or when a specific action occurs. (A trigger is an event that starts your Zap)
Example:
New lead created in Salesforce.
New opportunity created in your CRM (e.g., HubSpot).
New contact created or updated in HubSpot CRM.
New support ticket created in Zendesk.
New contact created or updated in Zoho CRM.
New deal created or updated in Pipedrive.
New contact added or updated in ActiveCampaign.
Step 4 Set Up the Trigger
Follow the instructions in Zapier to connect your CRM account/Any app and configure the trigger settings.
Zapier will automatically retrieve some of the properties. However, you have the option to retrieve additional properties as well.
Step 5 Test the Trigger
Test your trigger. Zapier will find a recent event in your CRM or any App to confirm your trigger is set up correctly. You also have an option to skip the test as well but we don't recommend it.
Step 6 Choose an Action App
Select "Saleshandy" as the action app. If it's unavailable, you may need to use the "Webhooks by Zapier" app to request API to Saleshandy.
Step 7 Select an Action Event
Choose the specific action you want to perform in Saleshandy from the list. Based on your requirements, you might select actions from below. (An action is an event a Zap performs after it starts)
Example:
Add an Outcome to a Prospect
Add an outcome to the prospect in Saleshandy
Assign a Tag to a Prospect
Assign a tag to a prospect in Saleshandy
Blacklist a Domain
Blacklist a domain in Saleshandy
Create Prospect/Add Prospect to Sequence
create prospects in saleshandy
Mark Prospect as Finished
Change the status of the prospect to finished in Saleshandy
Mark Prospect as Paused
Change the status of the prospect to paused in Saleshandy
Mark Prospect as Replied
Change the status of the prospect to replied in Saleshandy
Mark Prospect as Resume
Change the status of the prospect to resume in Saleshandy
Step 8 Connect Your Saleshandy Account
You'll need to provide your Saleshandy API key in this step. If it's not available as a direct option, use the "Webhooks by Zapier" app to make API requests to Saleshandy, and include your API key in the request headers or parameters. To learn more about how to get the API Key, check 🧬Saleshandy API
Step 9 Set Up the Action
Configure the Saleshandy action with the relevant information. If you're adding a prospect, for example, provide the prospect's details.
Important: If you want to add a prospect directly into Sequence, Make sure you have added the Stepid of that particular step. This way, it will be added directly to Sequence. Scroll till the bottom and you'll find the space to add StepID.
You can get StepID from Saleshandy Sequence Step. Attaching the screenshot below where to copy StepID from.
Step 10 Test Your Zap
Test your Zap to make sure the trigger and action work as expected.
Step 11 Turn on Your Zap
Once you've tested and verified everything, turn on your Zap to start the automation.
Set Up Filters and Additional Actions (Optional):
Depending on your needs, you can set up filters and additional actions within Zapier to customize the automation further. For example, you might want to check conditions before marking a prospect as finished or blacklisting a domain.
Step 12 Save and Name Your Zap
Give your Zap a name and save it for future use.
Now, whenever the trigger event occurs in your CRM/Any App, the corresponding action will be performed in Saleshandy using the API, automating tasks like adding prospects, marking prospects, adding to a blacklist, attaching tags, and more. Zapier will handle the data transfer and communication between your CRM and Saleshandy. Remember, Currently, it's unidirectional, and you can use Zapier to perform actions in Saleshandy, not vice versa.