In Woodpecker, you get two types of integrations: those you can create with the generated API key, and those that can be made with ready-to-use scenarios.
In order to use any of them, an “API key & integrations” add-on needs to be activated in Woodpecker, and that can be done by clicking on the “Add-ons” icon at the top of the app.
Managing the add-on
Once you have the Integrations enabled, you can create automations based on those prepared in advance in the Solutions tab, or create them from scratch. You can also manage this add-on in the Overview tab by:
Changing the number of slots. Each slot allows you to connect integrations from one Client account.
Manage “Integrations” across Clients accounts. Use your available slots to assign or remove Integrations for Client accounts in the Agency panel.
Add 'Integrations' to Agency HQ. Use your available slot to assign or remove integrations for your Agency HQ account.
Solutions tab
In the Solutions tab, you’ll find prepared automations for i.e., Google Sheets, Airtable, Slack, Hubspot, and Pipedrive.
Each of them has one or more automations prepared that can be simply installed and set up with the details you provide. Regardless of which you’re choosing, you’ll need to grant them access to your account.
Google Sheets
Google Sheets <-> Woodpecker prospect management
For this Solution, you have four prepared options: one that adds prospects from Google Sheets to a Woodpecker campaign, and three that add prospects from Woodpecker campaigns to your Google Sheets file depending on their Interest Level.
When setting up this automation, it’s important to specify the exact Google spreadsheet and the appropriate sheet within it, as well as the Woodpecker account.
In the next step, when mapping the fields, enter the correct campaign ID for the prospects to be added to. After that, you can check if all the fields are correctly mapped with your spreadsheet.
If you’re unsure of how to properly do the spreadsheet, you can use our example here (the file is for viewing only; if you want to edit it, you have to download it and open it on your side).
Google Sheets - Woodpecker "General statistics" report
This solution generates the “General statistics” report, and between 3-4 AM user’s time updates the data to Google Sheets.
There are three automations available: for “Yesterday”, “Today -2”, and “Today -5” to account for late responses. First automation creates rows in the spreadsheet, and the other two update them.
You only have to fill out the connection data (sheet), and the rest is ready to go. If you need an example sheet, you can download one here.
We recommend using the filled out sheets as sources, to power reports, dashboards etc., instead of using the sheets themselves. Editing, filtering, hiding rows or columns in the chosen spreadsheet might affect the integration.
Airtable
Airtable - Woodpecker prospect mangement
For this Solution, you have four prepared options: one that adds prospects from Airtable to a Woodpecker campaign, and three that add prospects from Woodpecker campaigns to your Airtable file, depending on their Interest Level.
The setup is fairly simple, with choosing the Airtable account for the connection, and selecting the appropriate file in the Airtable and Woodpecker account or campaign ID.
Airtable - Woodpecker "General statistics" report
This solution generates the “General statistics” report, and between 3-4 AM user’s time updates the data to Airtable.
There are three automations available: for “Yesterday”, “Today -2”, and “Today -5” to account for late responses. First automation creates rows in the spreadsheet, and the other two update them.
Slack
For Slack, you can send notifications to a selected channel if a prospect's Interest level is “Interested” or “Maybe later”.
The message is preconfigured, but you have the autonomy to modify it for specifics.
In the last step of both automations, remember to select the channel ID (Slack: Send a message to a public channel).
Hubspot
Hubspot - Woodpecker. Add new contacts from a Hubspost list to Woodpecker campaign
Automatically add contacts from a HubSpot list (static or active) to a selected Woodpecker campaign. This works only one way: from Hubspot to Woodpecker.
Both static or active lists/segments work but you can select one list -> one campaign per solution.
You’ll have to:
select a list in HubSpot: New Contact in List step
select a Woodpecker campaign in Woodpecker: Update Prospect in a Campaign step
Hubspot - Woodpecker prospect activity sync
This is a connection from Woodpecker to Hubspot. Creates notes on contact, company, and deal in Hubspot.
For interest levels:
Interested, Maybe later: changes lifecycle stage of contact, creates note on a contact, company (if contact is associated), and deal; if a deal doesn't exist -> creates a new one.
Not interested - creates note on a contact, company (if contact is associated), and marks deal as lost if it exists.
For email opened, link clicked, prospect nonresponsive: creates notes on a contact, company, and deal (if they exist).
After each installation, make sure that the automation is active – the toggle must be switched on.
If you want to edit anything in the automation, click on the “Installation settings” icon. You’ll be moved to the Builder, where you can see each step set up there, test it one by one, and edit the field mapping.
Automations tab
Apart from the prepared Solutions, you can create your own under the “Automations”, where you can add a trigger in the selected app from the menu, and then an action that should be done in another app. You can also do that in the mode with branching (Canvas).
Apps tab
Here, you can see all the connections made with the apps – specifically, connected accounts and their names to identify them in the process of setting up the automation.
You can edit the connections here, check their details, remove them if not necessary anymore, or grant access again to your accounts.
History tab
This tab will show every automation activity: its ID, Date / Time, App that is used for it, Result, and Status. You can filter the activity by its type, period, time frame, and groups. You can also search for any activity solely by its ID in the search bar at the top. You can also check the input and output data of each step execution.
If any errors occurred, you can also restart it from this tab.