SalesHandy by Maxmel Tech

saleshandy is a sales engagement platform offering b2b lead generation, automated email outreach, inbox management, and analytics integrating it with make com enables users to automate and streamline their sales workflows, lead management, and communication processes 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 https //www saleshandy com/contact/ 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, https //www saleshandy com app installation to install this app, you need admin, owner, or app developer permissions docid foycaspyp9uykgm7lqpb go to the https //www make com/en/integrations/saleshandy community/ 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 api keys api keys instructions you need to generate an app specific password from your email account settings log in to your email account navigate to your email account settings locate the section for security or two factor authentication enable two factor authentication if it is not already enabled find the option to generate an app specific password generate a new app specific password copy the generated app specific password when it is displayed, as it will only be visible once 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}} https //www make com/en/register , 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 docid\ so88fm6pkt0g adkddfzz 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 to those entries check prospect verififcation statuses checks and retrieves the current statuses for the specified prospect ids, giving you up to date information on each prospect’s status import prospects adds one or more new prospects to your saleshandy account, making it easy to manage and engage with potential leads directly from the platform list email accounts of a sequence fetches and displays a list of email accounts that are linked to a particular sequence you choose make an api call allows you to make a custom, authorized api request to the service, giving you flexibility to interact with features or endpoints that aren't covered by the standard modules search clients searches for clients based on the specific criteria you enter, helping you quickly find the clients you need search prospects allows you to find potential leads by entering specific search criteria tag prospects adds one or more tags to the selected prospects, helping you organize and categorize them for easier management untag prospects removes selected tags from the prospects you choose, helping you keep your contact lists organized and up to date watch new clients this module activates whenever a brand new client record is added to your system, allowing you to automatically kick off workflows or actions in response watch new prospects triggers whenever a new prospect is added to your system, allowing you to automatically start workflows or take action as soon as a new lead is created templates you can look for more templates in https //www make com/en/templates , 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 https //www saleshandy com https //docs saleshandy com/en/ https //leo open api gateway saleshandy com/api doc/ https //www make com/en/integrations/saleshandy community