Question 1

How to Install SalesRobot?

Accepted Answer

Trick question! There's nothing to install. SalesRobot keeps working in the cloud.

You don't need to download any files or add any browser extensions. This means you can use SalesRobot in the cloud.

To get started, create your SalesRobot account, follow the instructions below.

Sign up to SalesRobot

Add LinkedIn Account

Enter LinkedIn credentials

That's it, click the Add Account button.

You'll probably be asked to solve a captcha and enter a 6 digit PIN (or click on the "It's Me" notification if you have the LinkedIn mobile app)

The whole process can take 30 seconds to 2 minutes to complete.

Question 2

What is SalesRobot?

Accepted Answer

It's almost impossible to get leads from cold LinkedIn + email outreach.

Hundreds of messages + cold emails are being sent to your dream customer every day.

Your dream customer is overwhelmed and that's why over 99% of messages/cold emails are ignored.

This means you need to reach out to a lot of people (at least 50 per day) to even get 1 lead.

Well, that's where SalesRobot comes in.

SalesRobot helps you reach out to 50-100 of dream customers every day via LinkedIn and cold email and follows up multiple times.

Every day.

It is like a robot salesperson.

It only backs off when they respond to the message/cold email (or when it runs out of messages/emails).

The best part is that your dream customers never realize that it's SalesRobot reaching out to them using your LinkedIn or email account.

They think they're talking to you!

Here is how SalesRobot works:

Import the perfect B2B leads looking for your product and service (using LinkedIn search or Sales Navigator search).
Build LinkedIn + cold email prospecting campaigns using actions such as following them, liking their posts, sending connection requests, InMails, etc..
The automation stops when the prospect replies (either on LinkedIn or cold email) and you take over.
Use the smart inbox to take care of all the replies (Filter by unread, replied, and tag according to the degree of interest they have).
Look at conversion rates (How many prospects contacted, how many connec

Question 3

Email automation

Accepted Answer

SalesRobot’s email automation feature enables seamless outreach by automating your email campaigns. Below, you'll learn how to set up email automation and connect your Gmail account for maximum efficiency.

Step 1: Adding your Gmail/Outlook account to SalesRobot

Log in to your SalesRobot account.
Navigate to the Accounts tab and select Add Accounts
Select Add Email Account.
Select your preferred email service provider. Here we will take Gmail as an example.
You will then be navigated to add/select your Gmail account.
Once you have selected/added your gmail account, enter the email and password.
On the next screen, click on Advanced.
Then click on Go to boomtechnic.com.
In the next screen, click on Continue.
Finally, click on the Select All checkbox to grant SalesRobot access to your Gmail account.
Once authenticated, you can see your gmail account added into SalesRobot!

Step 2: Setting

Question 4

Using SalesRobot APIs

Accepted Answer

SalesRobot’s API functionality enables seamless integration and automation with your systems. Use these APIs to manage leads, send sequences, and simplify workflows. This guide covers inbound and outbound API setup and detailed endpoint information for enhanced prospect management.

Setting Up Inbound APIs

To configure inbound APIs in SalesRobot:

Navigate to Settings in your SalesRobot account.
Go to Integrations.
Under SalesRobot, select Configure.
Enable the Webhook Endpoint switch.

Once enabled, you’ll access seven inbound API endpoints with detailed documentation, including:

1. Add Prospect to Campaign

Endpoint: POST https://app.salesrobot.co/public/webhooks/fbe0dc37-7040-4ec4-b6e3-4cb3e78dfcb6/campaign/addProspect
Parameters:

```json { "campaignName": "Name of your campaign here", "firstName": "Sherlock", "lastName": "Holmes", "profileUrl": "https://www.linkedin.com/in/holmes-sherlock-8a78b1143", "salesNavUrl": "https://www.linkedin.com/sales/people/8a78b1143HHHLS-KSKSK8383", "companyName": "Good Detectives", "jobTitle": "Sr. Detective", "isPremium": true, "connectionLevel": "2nd/3rd", "personalWebsite": "https://sherlock.holmes.com", "phoneNumber": "+4242424242", "emailId": "sherlock.holmes@detective.com", "mostRecentEducation": "BTech", "topVolunteerExperience": "Solving Mysteries", "topCertification": "Solving Mysteries", "topRecommender

Question 5

How Do I Connect SalesRobot to My CRM?

Accepted Answer

To connect SalesRobot to your CRM (and other applications), you'll need to use Webhooks. In simple terms, Webhooks are a way to send data from one application to another.

In this case, you'll be sending data from SalesRobot to your CRM.

Here's how to do it:

Access the SalesRobot Webhooks settings: Go to Settings -> Integrations -> Webhooks.

Create a new webhook: Click on the Add webhook button.

Choose a trigger: Select the event that should trigger the webhook, such as a new lead or a new message.

Enter the callback URL:

Here is how you get your callback URL: We will be taking Zapier as an example here.

**Visit Zapier and create a new Zap: **

Go to Zapier's site.
Click 'Create' and select 'Zaps' on the Dashboard.

Set Up the First Action: For your first action, choose 'Webhook by Zapier'. In the webhook event, select 'Catch Hook.' This setup allows Zapier to receive data from other apps.

![](https://storage.crisp.chat/users/helpdesk/website/f4fedfcdcc3a3800/zight-recording-2024-8-7-at-

Question 6

Step 1: How to Add Leads to a Campaign

Accepted Answer

To effectively run a SalesRobot campaign, adding leads is a crucial step. Here are the methods available for adding leads to your campaign:

CSV File Upload

Description: Import leads directly from a CSV file. Steps: In the "Add Profiles" section of your campaign,

Select Import from CSV
Upload your CSV file containing the leads.

Map the CSV columns to the relevant lead fields in SalesRobot.
Review, Configure Settings and start creating your sequences and importing leads. (Note: This process is common for all the mentioned methods)

LinkedIn Search

Description: Use LinkedIn's search functionality to find and add leads. Steps: In the "Add Profiles" section of your campaign,

Select Add from LinkedIn Search.
Use LinkedIn’s search bar to find your target leads.

Copy the search URL
Paste the URL in SalesRobot as shown below.

![](https://storage.crisp.chat/users/helpdesk/website/f4fedfcdcc3a3800

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