Lead generation agencies
Send each client a weekly report of prospects contacted, replies and meetings booked.
Read sequence totals with reply outcomes and deal values, emails by day, step and A/B variant results, replies and sending email accounts from a Saleshandy account, including its clients. You can allow teammates and AI tools to pause or resume sequences and add prospects. Allowed changes apply right away and are recorded in history.
Updated November 2026
| Sequence name | Prospects contacted | Prospects who replied |
|---|---|---|
| Freight ops directors · Midwest | 2,634 | 197 |
| HR leaders · 50–500 staff | 1,223 | 80 |
| Lost deals · win-back | 838 | 27 |
Send each client a weekly report of prospects contacted, replies and meetings booked.
Compare steps and A/B variants without exporting from Saleshandy.
Watch health scores and daily limits across every sending account.
One account stays bound to each data source.
Changes stay off until you allow them. Allowed changes apply to Saleshandy right away, and history keeps the values before and after.
Dated results go back up to 365 days; sequence totals count everything since each sequence started. Replies include the recipient’s email and sentiment; recipient names are left out.
Compare contacted prospects, replies, meetings booked and deal value for every client’s sequences.
Keep each sending account’s health score, daily limit and remaining quota in one sheet.
A teammate pauses the sequence from Datapipe and resumes it once the email account is healthy again.
Limit: History keeps both changes.
See the problem in your report, then make the fix in Datapipe instead of opening Saleshandy, finding the record and retyping it.
Teammates and AI tools you allow can make changes without getting edit access to Saleshandy.
Changes stay off until you allow them. Every change is recorded with who made it and the values before and after.
TodayLog in to Saleshandy, find the sequence and pause it.
With DatapipeYour Email accounts report shows a falling health score. Pause the sequence from Datapipe and resume it once the account recovers.
TodayWait for a teammate with Saleshandy access.
With DatapipeResume the paused sequence from Datapipe once the client signs off.
Pauses or resumes one sequence in the connected Saleshandy account. A resumed sequence emails its prospects on its own schedule; a paused one stops until it is resumed. A sequence without an active email account cannot resume.
Supported fields: Sequence.
TodayCopy the details into Saleshandy by hand.
With DatapipeA teammate adds the referral’s email, name and company to the sequence’s first step. Saleshandy emails them on the sequence’s schedule.
TodayImport a one-row CSV in Saleshandy.
With DatapipeClaude adds the contact from your event list to the follow-up sequence. An existing prospect’s details are left unchanged.
Adds one prospect to the first step of a sequence. If the sequence is active, Saleshandy emails them on its schedule. An existing prospect’s details are left unchanged.
Supported fields: Email, First name, Last name, Company.
| Field | Before | After |
|---|---|---|
| Status | Active | Paused |
Source changes are managed on the Changes page in Datapipe. Approval is optional: set it for risky changes, for every change, or for one person. AI tools such as ChatGPT can never widen their own access. Who can turn this on?
Provider permissions still apply, and automations in Saleshandy may react to changes.
Only fields supported by an allowed action can be changed; for some actions the owner, an admin or a project manager also picks the individual writable fields.
Create a key in Saleshandy under Settings, then paste it into Datapipe.
Read access for reports. The 2 change actions need edit access in Saleshandy and stay off until the owner, an admin or a project manager allows them.
Recipient names are not included.
Read one Saleshandy account, including its clients: sequence totals with reply outcomes and deal values, emails by day, step and A/B variant results, replies with their sentiment, and sending email accounts with health and daily limits. Dated results go back up to 365 days. Recipient names are left out.
Uses a Saleshandy API key from Settings, API Key. Saleshandy includes this access on its Starter, Pro and Scale plans. The same key covers reports and sequence and prospect changes.
Sequence totals count everything since each sequence started. Dated results go back up to 365 days and follow the time Saleshandy gives for each email. Email account settings show their current value. Recipient names are not included.
5 reporting datasets, each with its own fields. Pick one in the app, then choose your columns.
One row per sequence with Saleshandy’s totals since it started: prospects, contacted and not yet contacted, opens, clicks, replies, unsubscribes, each reply outcome with deal values, and emails delivered, opened, clicked, replied, bounced, failed and scheduled. Report dates do not change these values.
One row per day, sequence, step and A/B variant for emails sent in the selected dates: emails sent, and how many of those were opened, clicked, replied to (and replied to positively), bounced or led to an unsubscribe, counted from Saleshandy’s per-email records up to now. Days follow the time Saleshandy gives for each send. Days without sends are left out.
One row per sequence, step and A/B variant for emails sent in the selected dates, with the same counts as Emails by day, added up over the period.
One row per email sent in the selected dates that got a reply: the sequence, step and variant, the recipient’s email address, the reply’s current sentiment and when it arrived when Saleshandy records it. Recipient names are left out.
Current state of each sending email account: provider, status, health score, daily sending limit and remaining quota, and the sequences using it. Report dates do not change these values.
82 report fields across 5 datasets.
Hover or tap a field to see what it means. Custom fields from your own account appear after you connect.
No fields match. Try another search or choose All.
Claude or ChatGPT can read the same numbers. You ask in a normal sentence, and the answer stays with your report.
AI tools can also make allowed Saleshandy changes. They can never widen their own access.
Which Saleshandy sequence booked the most meetings, and which client does it belong to?
Freight ops directors · Midwest booked the most meetings, for Harbor Freight Partners.
One row per sequence with Saleshandy’s totals since it started: prospects, contacted and not yet contacted, opens, clicks, replies, unsubscribes, each reply outcome with deal values, and emails delivered, opened, clicked, replied, bounced, failed and scheduled.
Use this template →One row per day, sequence, step and A/B variant for emails sent in the selected dates: emails sent, and how many of those were opened, clicked, replied to (and replied to positively), bounced or led to an unsubscribe, counted from Saleshandy’s per-email records up to now.
Use this template →One row per sequence, step and A/B variant for emails sent in the selected dates, with the same counts as Emails by day, added up over the period.
Use this template →One row per email sent in the selected dates that got a reply: the sequence, step and variant, the recipient’s email address, the reply’s current sentiment and when it arrived when Saleshandy records it.
Use this template →Create a project and choose Saleshandy in Data sources.
Create a key in Saleshandy under Settings, then paste it into Datapipe.
Pick where it goes. Choose sequence performance or another dataset, the dates and a destination.
Sample sequence report, one row per sequence with Saleshandy’s totals since it started. Replies count prospects who replied; meetings booked is the reply outcome.
| Sequence name | Prospects contacted | Prospects who replied | Meeting booked | Client |
|---|---|---|---|---|
| Freight ops directors · Midwest | 2,634 | 197 | 16 | Harbor Freight Partners |
| HR leaders · 50–500 staff | 1,223 | 80 | 13 | Quill Payroll |
| Lost deals · win-back | 838 | 27 | 5 | Quill Payroll |
Sample numbers, so you can see the shape. Your report uses your accounts.
Add both to the same project. Each keeps its own report, so you can check them side by side or ask ChatGPT or Claude a question that needs both.
Free to start. Paid plans add more data sources and refresh faster.
Free and Starter refresh once a day. Pro refreshes every hour. Agency refreshes every 15 minutes on the first 50 data sources.
No. Name a project, add a data source, then choose a report and destination.
OAuth means you sign in with the service and grant access, without pasting an API key. Datapipe works with multiple partners to provide that sign-in. Some partners already provide it. Some integrations are API-only at present, so you paste a key or token. OAuth is coming soon for some. Some partners do not provide OAuth at all. The setup steps on each integration page say how that source connects. Signing in is only how the connection is made. It is not permission to change records. Where a source supports changes, those writes stay off until the workspace owner turns specific actions on and approves each one. We do not promise OAuth on every source, and we do not share dates.
The workspace owner, workspace admins and project managers. Changes start off. They choose which changes are allowed for each data source and who can make them: project operators and managers, selected teammates, and the AI tools those people connect. They can change this at any time.
No. Teammates make allowed changes in Datapipe, and Datapipe applies them through the connected Saleshandy account. Nobody else gets a Saleshandy login from this.
Yes, if that change is allowed for them. They work through Datapipe the same way a teammate does, within the same allowed changes and fields, and every change is recorded in the Changes history. AI tools can switch changes off, but they can never widen their own access. Asking for more waits for a person.
Yes, if you want. For each data source, approval can cover risky changes only (deleting, sending, publishing, refunds and price changes) or every change. You can also switch it on for one person, such as an intern. Those changes wait on the Changes page until the owner, an admin or a project manager approves them. Nobody but the owner approves their own change.
Datapipe sends each change once and records the result in the Changes history. If it cannot confirm that Saleshandy received it, the request is marked Uncertain and is never retried automatically, so you can check Saleshandy first.
Yes. Datapipe reads the reports on this page and can make 2 kinds of change: pause or resume a sequence; add a prospect to a sequence. Each one stays off until the owner, an admin or a project manager allows it for this data source. Allowed changes apply right away and are recorded in the Changes history. Provider permissions still apply.
This page lists 82 report fields across 5 datasets. You pick the columns when you build the report.
Read one Saleshandy account, including its clients: sequence totals with reply outcomes and deal values, emails by day, step and A/B variant results, replies with their sentiment, and sending email accounts with health and daily limits. Dated results go back up to 365 days. Recipient names are left out. Account permissions and the records available from the provider determine which rows can be read.
One for each Saleshandy account you add to a project. Adding the same account to another project counts again. Reports and destinations do not use extra data sources.
Yes. The same numbers can go to a sheet, a chart, a warehouse, or an assistant.
Build the report first, then add Saleshandy when you are ready.