Hello Saleshandy user ππ»
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This guide will walk you through the process of automating the transfer of prospect data from Saleshandy to Make.com using API integration. By following these steps, you can streamline your data management and automate workflows efficiently.
Requirements
Saleshandy Account with API access π οΈ
Make.com Account π»
API Key from Saleshandy π
Step-by-Step Guide
Step 1: Generate API Key in Saleshandy
1. Log into Saleshandy and navigate to Settings by clicking on the settings icon βοΈ . Access the API Key section by clicking on "API Key."
Then click "View API Docs" to open the API documentation in a new tab π.
Click on "Create New API Key" to create a new API key, assign it a label (e.g., "Make.com Integration"), and copy the generated key ποΈ.
2. Authorize the API Key in Swagger UI:Β Go to the Swagger UI tab, which opens when you click on "View API Docs." π₯οΈ
Click on "Authorize" to open a dialog box. Paste the copied API key in the value field and click "Authorize" to authenticate π.
3. Fetch Prospect Data: Navigate to the "Prospect" section in the Swagger UI. Click on "GET" under the prospect section, then click "Try it out." π
Click "Execute" to fetch the prospect data.
Add the HTTP module by selecting "HTTP" from the list of apps,π‘
Then choose the "Make a request" action.
5.Configure HTTP Request in Make.com: To set request details, paste the URL from the Swagger UI and select "GET" as the method.
Add a header by clicking on "Add Header" and setting the key to x-api-key
and the value as API Key that you have copied in your Saleshandy API key, then click "OK."
6. Test and Activate Automation: Click "Run once" to test the setup and ensure that the data isΒ correctly fetched from Saleshandy.π―
β7. Activate Scenario: Once testing is successful, activate the scenario for continuous operation.π
For further assistance or troubleshooting, refer to the Saleshandy API documentation and Make.com help center.
Mission accomplished: you've successfully automated the transfer of prospect data from Saleshandy to Make.com
Wishing you a delightful experience! β€οΈ
Happy emailing! π§π₯β¨
Warmest regards,
Saleshandy Team
π Next Steps
Check out the below article If you want to know more about
π‘ 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. π€