Automate user onboarding from database to Saleshandy with Google Sheets tracking

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