Hello there, Saleshandy users! 👋
Integrating Saleshandy with Google Sheets through Zapier webhooks enables you to automatically record events into a spreadsheet. This automation can help you log activities such as opens, clicks, replies, emails sent, replies received, emails bounced, prospects unsubscribed, prospects finished, prospect outcomes updated/changed, track interaction data, and streamline your sales and marketing processes efficiently.
What You’ll Need:
A Zapier account.
A Saleshandy account.
A Google Sheets account.
Basic understanding of webhooks and how they operate.
Step 1️⃣: Set Up the Webhook Trigger
Log in to Zapier and create a new Zap.
Name your Zap to show its purpose (e.g., "Saleshandy to Google Sheets").
Choose the Trigger:
Select Webhooks by Zapier as the trigger app.
Choose Catch Hook. Zapier will generate a unique webhook URL for you. Click on Continue and Skip, and pick off Child Key.
Copy this URL; you will need to input it into Saleshandy.
Step 2️⃣: Configure Saleshandy to Use the Webhook
Log in to Saleshandy and access the settings or integrations menu.
Add a new webhook:
Use the URL provided by Zapier.
Configure the specific events you want to track (e.g., email sent, email opened, link clicked, prospect is finished).
Save and activate the webhook. Test this configuration by performing a triggering action in Saleshandy (like sending a test trigger) to ensure that the data is sent to the webhook URL.
Step 3️⃣: Connect to Google Sheets
Once triggers are setup, Zapier will ask you to test it. Send a test event from Saleshandy to confirm that Zapier is receiving the data.
Once confirmed, click "+ Add Action" in your Zap setup.
Search for and select Google Sheets.
Choose the action event, such as "Create Spreadsheet Row."
Connect your Google Sheets account and grant the necessary permissions.
Set up the action:
Choose the specific spreadsheet and worksheet where you want to record the data.
Map the spreadsheet columns to the data fields sent by Saleshandy. This may include fields like 'Email Address', 'Timestamp', 'Event Type', etc.
Test this step to make sure Zapier correctly adds data to your Google Sheets.
Step 4️⃣: Test and Activate Your Zap
With all settings configured, send another test event from Saleshandy to check the entire flow.
Once confirmed that everything works as expected, turn on your Zap. It will now automatically populate Google Sheets with the data from Saleshandy based on the events you’ve set.
Conclusion:
Automating the flow of information between Saleshandy and Google Spreadsheets via webhooks in Zapier can significantly enhance your productivity and ensure that your databases are always up-to-date with the latest interaction data. This setup helps reduce manual data entry errors and saves valuable time.
Additional Tips:
Review and clean your spreadsheet regularly to maintain its usability and relevance.
Keep your Zapier and Saleshandy access credentials secure to prevent unauthorized data access.
Monitor the Zap’s performance periodically, especially after updates to any connected software, to ensure that the integration functions correctly.
This guide provides a comprehensive pathway to automate the logging of email interaction data directly into Google Sheets, enabling more effective data management and analysis.
💡 Tip
Don't hesitate to reach out if you have any questions. We're available on chat and ready to provide you with prompt assistance. 🤗