Hello there, Saleshandy users! 👋
Integrating Pitchlane with Saleshandy through Zapier can automate your workflow, allowing you to efficiently manage leads and streamline your marketing efforts. This guide will walk you through the process step-by-step, ensuring that new video prospects from Pitchlane are automatically added to your Saleshandy sequences.
Pitchlane Saleshandy Integration
Step 1️⃣: Log in to Zapier and Create a New Zap
Start by logging into your Zapier account. Click on the "Create" button to begin creating your automation. You can access the Template by clicking here.
Step 2️⃣: Set Up the Trigger
Choose App & Event: In the trigger search bar, type "Pitchlane" and select it. Set the event to "Video Rendered".
Step 3️⃣: Connect Your Pitchlane Account
Click on "Sign in to Pitchlane" and enter your Pitchlane credentials.
Once connected, select the campaign you want to use for this automation.
Step 4️⃣: Test the Trigger
Test the trigger to ensure that Zapier can fetch the correct data from Pitchlane. If you prefer, you can skip this step by clicking the "Skip Test" button. But we would suggest test the trigger before you move ahead.
Step 5️⃣: Set Up the Action
Choose App & Event: In the action search bar, type "Saleshandy" and select it. Set the event to "Create Prospect/Add Prospect to Sequence."
Step 6️⃣: Connect Your Saleshandy Account
Click on "Sign in to Saleshandy."
Enter your Saleshandy API key, which can be found in your Saleshandy account settings. Click here to get it.
Step 7️⃣: Map the Relevant Fields
Mapping Fields: From the action tab, map the fields from Pitchlane to Saleshandy.
Ensure to map the following crucial fields
Name: The name of the prospect.
Email: The prospect's email address.
Thumbnail Embed: The thumbnail image of the video.
Additional Fields: Map any additional fields that are relevant to your campaign and sales process.
Step 8️⃣: Test and Activate the Zap:
Test the action to verify that the data is correctly transferred from Pitchlane to Saleshandy. Once the test is successful, click the "Publish" button to activate your Zap.
Benefits of This Integration
Automates Lead Management: It automatically adds new video prospects to your Saleshandy sequences.
Saves Time: It reduces the manual effort required to manage leads.
Improves Accuracy: It ensures that all relevant information is consistently captured and recorded.
Mission accomplished; you've successfully set up your Pitchlane Integration with Saleshandy via Zapier. 👏
Wishing you a delightful experience! ❤️
Happy Selling. 🤝
Warmest regards,
Saleshandy Team
👉 Next Steps
💡 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. 🤗