Hello there, Saleshandy users! 👋
Integrating Saleshandy with Google Sheets allows you to automatically log email activities, track engagement, and analyze data efficiently. This guide will help you set up an integration using N8N.
Automate Saleshandy data in Google Sheets with N8N webhooks.
What are the prerequisites?
Saleshandy Account: Access to your Saleshandy account and Webhook.
Google Sheets: Access to the Google Sheets document you want to use.
N8N Account: An active account on N8N.
📺Video Guide
Step 1: Create a Webhook in Saleshandy
Log in to Saleshandy:
Go to Saleshandy and log in to your account.
Navigate to Webhook Settings:
In the dashboard, navigate to the integrations or Webhook settings section.
Create a New Webhook:
Click on "Add Webhook."
Add the webhook URL that you have received from N8N. You can learn about how to get the URL in the later part of this article. To learn how to get the URL, Click here.
Choose the events for which you want to trigger the webhook Example.: Email Sent, Email Opened, Email Link Clicked, Reply Received, Email Bounced, Prospects is Unsubscribed, Prospect is Finished, Prospect Outcome is changed. In our case, we're selecting when an Email Link is Clicked.
Step 2: Set Up Webhook in N8N
Login to N8N and Create a New Workflow
Go to N8N and log in to your account.
Click on "Start from Scratch."
Add a Webhook Node
Open Nodes Panel.
Search "Webhook" and Drag and drop the "Webhook" node onto the canvas.
Configure the webhook node
Set the HTTP method to
POST. Copy the Webhook URL (you'll use this URL in Saleshandy).
Click on "Listen for test event."
Navigate to the Saleshandy Webhook page and Click on "Test" to check the connection.
Step 3: Configure Google Sheets in N8N
Add Google Sheets Node
First, prepare one Google sheet with the Headers you want to keep.
Drag and drop the "Google Sheets" node onto the canvas.
Connect it to the "Webhook" node.
Authenticate Google Sheets
Select "Create new credentials" from the drop-down menu, "Credential to connect with," and then click on Sign in with Google.
Sign in to your Google account with which you have created the Google Sheets.
Configure Google Sheets Node
Select the Google Sheets document and worksheet you want to use.
Map the data from the webhook to the columns in Google Sheets. Select "Map each column manually" from the dropdown of "Mapping Column Field"
Drag all the fields you want to map from the side of the panel and drop them at the relevant fields. For example, you can drag 'Name' and drop it in the Name field.
Step 4: Test the Integration
Send Data from N8N to Google Sheets
Send Data to your Google Sheets to check your connection.
Verify Google Sheets
Check the Google Sheets document to ensure the data is recorded correctly.
Mission accomplished; you've successfully integrated your Google Sheets with Saleshandy using N8N. 👏
Wishing you a delightful experience! ❤️
Happy Selling. 🤝
Warmest regards,
Saleshandy Team
👉 Next Steps
Check out the below article If you want to know more about
💡 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. 🤗