We’ll assume that you already know how to add tasks to a workflow and have added the Woodpecker task to your workflow.
Integrating Woodpecker with Kotive happens in two steps:
1. Connect your Woodpecker account:
In your workflow in Kotive, select the Woodpecker task and navigate to the Account details tab.
Select the green button that says Connect your Woodpecker account now.
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.
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.
Click on the dropdown arrow next to your name and select the Settings tab.
Select the API Keys tab.
Click on the green Create a key button on the right.
Copy the API Key.
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.
Your Woodpecker account has now been connected to your workflow.
2. Setup the 'Add prospects to the prospects list' Woodpecker task:
Select the Woodpecker tab of the ‘Add prospects to the prospects list’ Woodpecker task.
Provide the email address of the prospect to be added to your prospects list.
Provide the firstname, lastname, title of the prospect, name of the company and industry the person is in.
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 workflow. When a workflow runs, it will add prospects to the prospects list.
You can add conditions to your Woodpecker tasks in the same manner as with any of the other tasks in your workflow.