SalesHandy by Codex Solutions

saleshandy is a b2b cold outreach platform offering lead discovery, email automation, deliverability tools, and crm integrations integrating with make com enables users to automate outreach workflows and synchronize lead and engagement data across their business tools 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 l4vu6f 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 api key api key instructions you need to generate your api key from your account settings navigate to settings click on api key click on create api key provide a label for your api key using only characters, numbers, and hyphens copy your new api key when it is displayed you will not be able to see this key again 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 l4vu6f 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}} fetch all email accounts retrieves a complete list of all the email accounts connected to your service, allowing you to view and manage each account’s details get a dnc list retrieve a specific do not call (dnc) list, including the details of all numbers currently on that list get all fields of user retrieve all fields of a user this module fetches all available details and properties for a specific user, giving you a complete overview of their information get all prospects tags retrieve a complete list of all tags that have been assigned to your prospects this module helps you see which tags are currently used to categorize or organize your prospect records get all sequence retrieve all sequences this module allows you to fetch a complete list of all sequences from your account, making it easy to view and manage your existing sequences in one place get all unread emails retrieve all unread emails this module allows you to automatically collect all emails from your inbox that haven't been read yet, making it easy to stay on top of new messages get dnc item by id retrieve a specific dnc (do not contact) item using its unique id this module allows you to access detailed information about a particular dnc entry quickly and easily get overcome of user retrieve the outcome or result achieved by a user get sequence by id retrieves detailed information about a specific sequence using its unique id this module allows you to access all the relevant data for a particular sequence, making it easy to view or use that information in your workflows import a new prospect add a new prospect to your database by importing their details this module helps you quickly create a new prospect record with all the necessary information make an api call perform a custom api request to the connected service, allowing you to access specific endpoints or features that may not be available in the standard modules this gives you flexibility to interact with the service exactly as you need 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