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How to Implement Automation for Sending Leads from Pitchlane to Saleshandy

Naitik Chavda avatar
Written by Naitik Chavda
Updated over a week ago

Hello there, Saleshandy users! 👋

Automating your lead generation and follow-up process can save you time and increase efficiency. Follow these steps to integrate Pitchlane and Saleshandy for a seamless workflow.

Prepare a CSV File

Export Prospects from Saleshandy: If you already have prospects in Saleshandy, you can export them as a CSV file by following the steps.

Step 1️⃣: Create an Account & Navigate to Lead Finder

Sign up to create your account. (Skip this step if you're already a user). Click the magnifying glass icon 🔍 on the side toolbar. It is the lead finder tool.

Step 2️⃣: Select your Ideal Customer Profile

Once you open it, you will see a detailed dashboard overview with a list of filters.

Step 3️⃣: Apply Filters

Apply the filters, and you’ll see relevant results. You can click on the “Get contact info” option to find the email address of any listed contact.

Step 4️⃣: Check your Saved Leads

Navigate to a Saved tab inside Lead Finder to access your revealed Leads. Your leads are always at your fingertips

Step 5️⃣: Take Actions on your Revealed Leads

  1. You can Save as a Prospect inside Saleshandy. It will show up in the Prospects tab.

  2. You can export the Lead Data, and the file will download automatically.

Step 6️⃣: Manually Prepare a List

If not, you can manually prepare a list of your prospects in a sheet. Ensure your file includes columns for all the necessary data, such as names, email addresses, and any personalized information you want to include in your videos.

Import the CSV File into Pitchlane

  • Login to Pitchlane: Access your Pitchlane account.

  • Importing CSV: Navigate to the import section. Look for the option to import a CSV file.

  • Upload Your File: Select and upload the CSV file you prepared.

  • Personalize Videos: Follow Pitchlane's instructions to create personalized videos for each prospect.

Step 1️⃣: Export Videos from Pitchlane

  • Once your videos are ready, export the file from Pitchlane. This file should include the video URLs or thumbnails for each prospect.

Step 2️⃣: Access Saleshandy Account

  • Login to Saleshandy: Access your Saleshandy account.

  • Navigate to Settings: Go to Settings > Prospect Field > Add Prospect Fields.

  • Create Custom Prospect Field: click on the Add prospect field and give it a name thumbnailEmbed. This will be used to embed video thumbnails in your email sequences.

Step 3️⃣: Add CSV to Prospect Tab

  • Access Sequence: Open the sequence where you want to send the emails.

  • Upload CSV: Add the CSV file (exported from Pitchlane) to the Prospect tab of the sequence.

Step 4️⃣: Ensure Fields are Mapped Accordingly

  • Map Fields: Make sure the fields in your CSV file are correctly mapped to the corresponding fields in Saleshandy. This includes mapping the thumbnailEmbed field to the video thumbnails.

Step 5️⃣: Turn on Your Sequence

Activate Sequence: Turn on your email sequence in Saleshandy. The emails will be sent out with personalized video thumbnails embedded.

Mission accomplished; you've successfully set up your Pitchlane Integration. 👏

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

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