How to maintain an automated Google spreadsheet to have all your unsubscribed contacts updated automatically?

SalesHandy allows you to automate some of your SalesHandy account's data/activity to third-party tools using our webhooks feature. The webhook creates a trigger when a particular activity is performed in your SalesHandy account and the data is sent to the other applications automatically.

Although there are many ways & apps you can connect webhooks in to keep receiving data from your SalesHandy. We will pick Integrately (a well-known automation tool) for this example as it's easy to set up and it offers a free plan in which you can use webhooks to keep receiving data. You can sign up with Integrately by clicking here (It's a referral link that gives you 500 free monthly tasks for a lifetime upon completing registration). 

Below are the steps to create an automated Google sheet that will auto-update all the unsubscribed contacts of your SalesHandy account.

1. Create a Google Spreadsheet.

Enter the columns in the google sheet as shown in the below image.

2. Configure Webhook Integration.

Now that you have your spreadsheet ready, make sure you connect SalesHandy to Integrately using our Webhook integration. Follow these steps for creating & integrating webhook.

  1. Log in to your Integrately account and navigate to Explore & Automate tab.
  2. Choose Webhooks/API Integration in App1
  3. Choose Google Spreadsheet in App2.
  4. Scroll down a bit and choose "Operation is performed in Webhook" as a trigger (left side).
  5. Choose the "Create spreadsheet row in Google sheet" option as action (right side).
  6. Click the "Go" button at the bottom and you'll see a webhook URL on the next page.
  7. Copy the Webhook URL given by Integrately.

Please refer to the below GIF for illustration of the above steps: 

3. Connect your Webhook to SalesHandy.

  1. Log into your SalesHandy account and navigate to the Webhooks tab under Settings.
  2. Click New Webhook button >> Select Contacts as module >>  Select Unsubscribe Contact as an event >> Paste the Webhook URL you copied from Integrately >> Click TEST & SAVE.
  3. The final step is to test your Webhook in Integrately to ensure it’s properly connected. Return to the Integrately screen to complete the set-up.

4. Configure Your Webhook in Integrately.

  1. After you're done with the above steps in your SalesHandy account, you need to test the connection in Integrately. 
  2. Check "I have sent a test record AFTER setting URL in Webhook / API Integration" and hit the Test Connection button.
  3. Click the Continue button on the next page that says "Test record received successfully". 
  4. On the next page, you need to add/choose a connection for this task. It's basically the Gmail account in which you have the Google sheet created. If you have connected the Gmail account previously, you simply need to choose it. If not, you need to click "Add Connection" to connect the Gmail account in which you have that Google sheet created.
  5. If you have multiple worksheets in that spreadsheet, pick the worksheet in which you want to have the data updated (In this example, we only had one sheet so we picked that Sheet1). Click the Continue button after choosing both spreadsheet and worksheet.
  6. On the next page, you need to click the "Yes, I want to customize" button to map the custom fields. 
  7. On the next page, you need to map the fields of Google sheet columns with the sample data received by Integrately.
  8. Once done, click the Test and Go Live and Test & Activate buttons respectively to complete the set-up.
  9. That's it. Your automation is ready. Whenever a contact unsubscribed from your SalesHandy campaign, an automated entry will be created in the Spreadsheet you linked in this automation (A new row with sample data must have been created in that Google sheet already).

Please refer to the below GIF for illustration of the above steps:

If you have any questions about this automation or facing any issues activating the same, please do not hesitate to write us at [email protected]. We usually respond within a few minutes only. Alternatively, you can also schedule a call with us by clicking here

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