SalesHandy

Estimated reading: 2 minutes

Overview

The AFI plugin enables seamless integration between your WordPress forms and SalesHandy, allowing you to automatically add prospects to specific sequence steps in your Saleshandy account.

This is ideal for automating cold email outreach and lead nurturing.

✅ Supported Feature

  • Add Prospect to Saleshandy Sequence

🔧 How To Setup

Step 1: Get Your API Key

To connect your Saleshandy account:

  1. Log in to your Saleshandy account.

  2. Go to Settings → API Key.

  3. Click Create API Key.

  4. Copy the generated token.

Step 2: Connect Saleshandy in AFI

  1. Go to AFI → Settings → Saleshandy

  2. Paste the Bearer Token (API Key) into the field

  3. Click Save Changes

That’s it! You’re now connected.

Step 3: Create a New Integration

  1. Go to AFI → Add New

  2. Provide a Title (e.g., “Add Webinar Leads to Saleshandy”)

🔹 Trigger

  • Form Provider: Select your form plugin (WPForms, Gravity Forms, etc.)

  • Form Name: Choose the form you want to integrate

Step 4: Configure the Action

  • Platform: Select Saleshandy

  • Task: Choose Add Prospect to Sequence

This will allow the form data to be sent as a new prospect into your selected Saleshandy sequence step.

Step 5: Map Fields

After selecting the task, click Get Fields to load fields from Saleshandy.

You’ll see:

  • 🔹 Saleshandy Account
    Select the connected API credential

  • 🔹 Sequence
    Select the sequence and step to assign the new prospect to

  • 🔹 Field Mapping
    Map each Saleshandy field (like Email, Name, Phone, etc.) to form fields

Each field is listed on the left (from Saleshandy) — use the dropdowns to map your form fields on the right.

Step 6: Save Integration

Click Save Integration at the bottom of the screen.

🎉 Now, every time someone submits the form, they’ll be added to your Saleshandy sequence as a prospect.

🔍 Troubleshooting

If something doesn’t work as expected, try the following:

🔹 API Key Not Working

  • Ensure the token is copied correctly from Saleshandy

  • Tokens expire or may be revoked — try generating a new one

🔹 Sequences Not Showing

  • Make sure the correct Saleshandy Account is selected

  • The connected account must have active sequences with valid steps

🔹 Fields Not Loading

  • Click Get Fields again after selecting account

  • Ensure your Saleshandy API key has permission to access sequence fields

🔹 Prospect Not Added

  • Go to AFI → Log and review the request/response logs

  • Check if required fields like Email are missing or improperly mapped

  • Validate that the selected sequence step is active

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