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Automatically import new user signups from any database, filter by signup date, and enroll users into your Saleshandy email sequence for immediate engagement. Activity is logged to a spreadsheet (e.g., Google Sheets) for tracking and analytics. Fully configurable, no hardcoded values.
Prerequisites
- A database with a users table (fields: id, full_name, email, created_at)
- Saleshandy account with API key and an active sequence.
- Spreadsheet (e.g., Google Sheets) with columns: ID, Name, Email, Created_at
- Configured OAuth/API credentials for each service
How It Works
- Fetches new signups from your database within your desired date range (e.g., daily or weekly).
- Splits user names and formats user data as needed.
- Adds each user to your Saleshandy sequence using their name and email.
- Logs every processed record in your spreadsheet for further tracking and analytics.
- Runs automatically on your defined schedule (example: daily trigger).
Set Up Steps
- Estimated time: 10–20 minutes
- Collect your database and Saleshandy access credentials, and spreadsheet info.
- Edit database node(s) to include your connection and correct date filter.
- Set your Saleshandy API key and target sequence ID.
- Enter your spreadsheet link or ID and authenticate as needed.
- Test the workflow with a small user batch before scheduling it for routine runs.
- Check sticky notes by each workflow node for details and best practices.
Requirements
- Database connection credentials and access
- Saleshandy API key and sequence ID
- Google Sheets (or alternative) setup credentials
Customisation Tips
- Edit the date filter to adjust the range (last day, week, month, or custom)
- Add error-handling nodes to catch issues with API calls or data
- Set up notifications (email, Slack, etc.) for process success/failure
- Rename nodes to reflect your business logic or steps
- Replace the manual trigger with a webhook or scheduled cron if desired
- Configure workflow variables for all credentials and IDs—avoid hardcoding