SalesHandy by Maxmel Tech

saleshandy is a cold email software that automates email outreach, follow ups, and tracking for sales teams integrating it with make com enables seamless workflow automation, boosting productivity and enhancing lead management for sales and marketing professionals this is ai generated content based on official saleshandy documentation the content may still contain errors—please verify important information if you have questions, contact saleshandy support directly how to get support on saleshandy saleshandy is a community developed application and is subjected to the developer's terms and conditions, which may include applicable fees make does not maintain or support this integration for assistance, please https //f make com/r/reachout?app name=saleshandy\&app slug=saleshandy community\&app unique id=saleshandy 9cd7sm requirements to use the saleshandy app in make, you must have an active saleshandy account and an api key, create your account on saleshandy app installation to install this app, you need admin, owner, or app developer permissions organizations go to the make integration page click the install button follow the on screen instructions to complete the setup connect saleshandy and {{product name}} to get started, you must first create a connection between saleshandy and {{product name}} , allowing the two services to communicate you can connect using the following method oauth2 0,api key,basic auth oauth2 0 instructions you need to grant all required permissions to saleshandy when connecting your email account login to your platform using your credentials initiate the process to connect your email account with saleshandy select your email provider (such as google or microsoft) from the available options when prompted, review the list of requested permissions ensure that all required permissions (checkboxes) are selected and grant access to saleshandy api key instructions you need to generate an app password to use as your api key enable 2 step verification on your account go to the security page of your account select app passwords under app and device, select mail for the app and other (custom) for the device name the device (for example, saleshandy) and generate the app password copy and save the generated app password basic auth instructions you need to retrieve your email address and app password ensure imap is enabled in your email account settings enable 2 step verification in your email account for enhanced security generate an app password in your email account's security settings copy your email address and the generated app password some community developers require an additional specific api key retrieve the required api key from the community developer's dashboard, generally found under settings/api for more info, please https //f make com/r/reachout?app name=saleshandy\&app slug=saleshandy community\&app unique id=saleshandy 9cd7sm create the connection in {{product name}} log in in your make account , add the saleshandy module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your saleshandy or follow the on screen instructions to create the connection you must also enter any required third party api keys obtained earlier for detailed information on connecting an application, see connect an application page saleshandy modules after connecting to the saleshandy app, you can choose from a list of available modules to build your {{scenario plural lowercase}} add domain / email to dnc list adds a domain name or email address to the do not contact (dnc) list, helping you prevent unwanted communications with those specific contacts check prospect verififcation statuses checks and returns the current statuses for the prospect ids you specify import prospects adds one or more new prospects to your saleshandy account, making it easy to manage and engage with potential leads list email accounts of a sequence fetches and displays a list of email accounts that are part of a specific sequence you choose make an api call executes a custom api request to the service using your authorized connection, allowing you to interact with any supported endpoint and perform specific actions not covered by the standard modules search clients searches for clients based on the specific criteria or keywords you provide, helping you quickly find the clients you need search prospects searches for potential leads based on your specified search criteria tag prospects adds one or more tags to the selected prospects, helping you organize and categorize them more effectively untag prospects removes the tags you choose from selected prospects, helping you keep your contact lists organized and up to date watch new clients triggers whenever a new client record is added to your system, allowing you to automatically start workflows whenever a new client is registered watch new prospects this module activates whenever a brand new prospect is added, allowing you to automatically kick off workflows or actions whenever a new lead enters your system templates you can look for more templates in make's template gallery , where you'll find thousands of pre created {{scenario plural lowercase}} saleshandy resources you can have access to more resources related to this app on the following links saleshandy website saleshandy documentation saleshandy api documentation saleshandy page on make