Integrate Woodpecker

We’ll assume that you already know how to add tasks to a taskflow and have added the Woodpecker task to your taskflow.

Integrating Woodpecker with Kotive happens in two steps:

  1. Connect your Woodpecker account
  2. Setup the Woodpecker task

1. Connect your Woodpecker account:

  1. In your taskflow in Kotive, select the Woodpecker task and navigate to the Account details tab.

  2. Select the green button that says Connect your Woodpecker account now.

    Connect your Woodpecker account now

  3. Name the account under Account label - the email address that you use for your Woodpecker account would work well as a way to identify it.

    Name the account

  4. Select the green button that says Connect your Woodpecker account now. This will direct you to a Woodpecker page where you’ll be asked to log into your Woodpecker account.

    Log into your Woodpecker account

  5. Click on the dropdown arrow next to your name and select the Settings tab.

    Select Settings

  6. Select the API Keys tab.

    Select API keys tab

  7. Click on the green Create a key button on the right.

    Click on Create a key

  8. Copy the API Key.

    Copy the API key

  9. Next, head back to your Kotive tab, and paste your API key in the API access key field. Click the green Save button in the bottom right-hand corner.

    Paste the tracking ID

Your Woodpecker account has now been connected to your taskflow.


2. Setup the 'Add prospects to the prospects list' Woodpecker task:

  1. Select the Woodpecker tab of the ‘Add prospects to the prospects list’ Woodpecker task.

  2. Provide the email address of the prospect to be added to your prospects list.

    Setup the task

  3. Provide the firstname, lastname, title of the prospect, name of the company and industry the person is in.

  4. TIP: Pull in the name, email addresses and company details of the prospect from an earlier task by using dynamic field tags.

Done! You have now fully integrated your Woodpecker account with your Kotive taskflow. When a taskflow runs, it will add prospects to the prospects list.

Tip

You can add conditions to your Woodpecker tasks in the same manner as with any of the other tasks in your taskflow.