Introducing Zapier Integrations in Saleshandy

by thebestworldevents.com 7 February 2024 · Sales

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If you spend a lot of time doing manual tasks in cold emailing, you need to find ways to automate your work.

You don’t need to spend most of your week switching multiple tools for prospecting and managing conversations and workflows.

For your business, it’s more important to focus on closing deals. As a comprehensive cold emailing platform, Saleshandy understands the value of your time and the need for automation.

Manual work should not be an obstacle to great results. Saleshandy now helps you automate your painstaking tasks by using Zapier.

Learn how you can integrate your favorite tools and save time.

What is Zapier?

Simply put, Zapier connects different tools. It helps you connect activities across platforms you use for the same goal, which initially seems impossible.

Zapier helps you reduce manual tasks and automates them with a few easy clicks.

Let’s see how Zapier can help you automate your tasks with Saleshandy.

How does Zapier make cold emailing with Saleshandy easier?

Leveraging Zapier is the key to connecting Saleshandy with 6000+ apps in the market.

You name the app, and Zapier will connect with Saleshandy in a few clicks. It allows you to perfectly sync your activities between two platforms, which earlier required considerable time.

Connecting any app through Zapier now allows you to perform the following list of activities inside Saleshandy:

Add a prospect in the sequence
Mark prospect status as finished in Saleshandy
Unsubscribe prospects from sending list
Pause Saleshandy for sending emails to a prospect
Resume Saleshandy to send emails to a prospect
Add an outcome to a conversation
Blacklist a domain
Attach a tag to a prospect from the list

Here are some of the useful Zapier cases you can use to automate your work:

Automate Google Sheets → Saleshandy using Zapier

Adding your prospect’s data from different sources manually to Saleshandy can be time-consuming. If you’re using Google Sheets to update your data in Saleshandy, you can automatically perform it using Zaps.

Map your Google spreadsheets in Zapier and update all your data inside Saleshandy on automation, which saves a ton of time.

Whenever you add a new row inside the spreadsheet, it automatically updates the prospects list. You can also directly add the prospect in a particular sequence.

Automate Facebook Campaigns → Saleshandy using Zapier

Facebook can be one of your lead-hunting platforms. Usually, you export your lead data from Facebook and upload the list in Saleshandy. But, it is a thing of the past as Zapier directly adds your leads into Saleshandy.

Create a trigger when a “New Lead” is created on Facebook and update it as “New Prospect” in Saleshandy in no time. Trigger starts outreach to the added leads immediately and starts your prospecting automatically.

Automate Calendly → Saleshandy using Zapier

As your Saleshandy campaigns progress, there will be times when you want to pause outreach once your prospects book meetings.

Zapier lets you automatically pause emails when your prospects schedule meetings—eventually helping you prevent bombarding leads with emails after committing to a call.

Not only pausing your emails, you can also automatically unsubscribe your prospects from your list when they reply to you.

Zapier integration can scan for unsubscribe prospects and automatically opt them out.

Automation helps you save your team time by manually pausing and unsubscribing leads while optimizing the recipient experience.

Automate CRMs → Saleshandy using Zapier

CRMs are the favorite tools for carrying out lead generations with cold emails.

You can connect Saleshandy and your CRM (HubSpot, Pipedrive, Zoho, Monday, Salesforce, etc.) with Zapier to automate the movement of leads between them.

It helps you to track lead progress easily and saves time by skipping manual tasks.

This integration gives a clear view of each lead’s journey, making workflows smoother for better sales. There is no need to switch between Saleshandy and CRM constantly—keep everyone on the same page and focus on getting more deals closed.

Steps to create an automation from Zapier

Access to 6000+ would be available to you. You need to follow these steps:

Step 1: Create a Zap in Zapier

Step 2: Choose a Trigger App. Select your CRM system or any relevant app. Examples include Salesforce, HubSpot CRM, Zendesk, Zoho CRM, Pipedrive, ActiveCampaign, or Google Sheets.

Step 3: Test the Trigger. Ensure your trigger is set up correctly by testing it.

Step 4: Choose “Saleshandy” as the action app.

Step 5: Choose a specific action from Saleshandy based on your needs, like assigning tags, blocking a domain, creating prospects, and more.

Step 6: Connect Your Saleshandy Account and provide your Saleshandy API key. (Navigate Settings → API Keys → Generate API Key).

Or you can directly connect Zapier through Webhooks from Settings → Integrations → Zapier.

Step 7: Set Up the Action. Configure the Saleshandy action with relevant details.

Step 8: Test Your Zap. Ensure the trigger and action work as expected by testing your Zap.

Step 9: Turn on Your Zap. Once everything is verified, activate your Zap to kickstart the automation.

Step 10: Save and Name Your Zap. Give your Zap a name and save it for future use.

With these straightforward steps, you can seamlessly integrate Saleshandy with your existing application.