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 now support multichannel sequences and we will keep building our email offering stronger.

Scope

• Salesrobot only supports Gmail integration as of now with plans to support others in future.

• Salesrobot does not have email warmup feature.

How to integrate

Prepare your gmail account

• You will need to enable IMAP in your Gmail account. Link : Enable IMAP.

Enable IMAP

Enable two-step-verification for your Gmail account from here. Link : Enable two-step-verification.
Create an App Password for your account. Link : Create App Password

Gmail app password

Add details to salesrobot

Go to settings → Manage email
Enter your email and app-password created for your google account.
Click on submit.

Enter details for email integration

After your email is added succe

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

SalesRobot Dashboard Overview

Accepted Answer

Dashboard

Performance report| Location insights| Prospect Insights

Dashboard is an analytical tool, which shows where you are currently at the LinkedIn prospecting process. SalesRobot is the only SEP that provides you with a live dashboard that allows you to monitor and track all the recent activities of one account and multiple accounts in one place.

3 top features of SalesRobot dashboard:

Performance Report: Provides you analytics of recent activities of one account or all accounts handled by a team member.

You can check:

Total campaigns
Total running campaigns
Total connected
LinkedIn replies
Email Replies

The Dashboard also provides the stats of every activity on daily basis

DB1

You can see the table, graph and lead tag for better understanding and clear results.

DB2

SalesRobot also provides a feature to filter data campaign-wise and for a specific date range.

Location Report: Let you see where your prospects are based in. You can check how many many messages were sent to a country or city and how many people connected and replied.

This will help you in where your campaign is currently active, which part is doing good or not doing good in terms of geography.

With the help of the this feature you can target the audience even more better.

Question 6

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.

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