Overview
The Email Senders tab in SheetXAI settings configures outreach tool integrations that allow you to send leads directly from your spreadsheet to professional outreach platforms via simple chatbot commands. This tab streamlines your lead management workflow by enabling seamless transfer of prospects from your spreadsheet to active outreach campaigns.
Key Information
Purpose
The Email Senders tab connects your spreadsheet to outreach platforms, allowing you to transfer qualified leads directly to your email campaigns and sales sequences. This eliminates the need for manual data export and import, making your outreach workflow more efficient and automated.
Supported Platforms
The Email Senders tab supports multiple outreach platforms:
- Instantly: Cold email automation
- Smartlead: Outreach & automation
- ManyReach: Targeted outreach campaigns
- Reply.io: Email campaign management
- PlusVibe: Sales outreach automation
- Outreach.io: Sales engagement (coming soon)
- More platforms coming soon
Multi-Platform Support
The Email Senders tab supports configuring multiple outreach platforms simultaneously. This allows you to:
- Distribute leads across different platforms for A/B testing
- Use different platforms for different campaign types
- Maintain flexibility in your outreach strategy
Lead Transfer Capabilities
The Email Senders integration provides powerful lead transfer features:
- Direct lead export from spreadsheet to outreach platform
- Auto-mapping of common fields (names, emails, company, etc.)
- Bulk lead transfer in a single chatbot command
- Outreach campaign & sequence integration for seamless workflow
- Real-time lead sync between spreadsheet and platform
- Support for custom fields & attributes for advanced data mapping
How to Use Outreach Integration
Once configured, use natural language commands in the SheetXAI chatbot to transfer leads:
Basic Commands
- "Send these leads to Instantly"
- "Add these prospects to my Outreach.io campaign"
- "Transfer these leads to Smartlead"
- "Send half these leads to Instantly and half to Smartlead"
Advanced Commands
- "Send these SaaS leads to my tech industry campaign in Instantly"
- "Transfer all these qualified leads to my outreach tool"
- "Add these prospects to my Outreach.io campaign"
The chatbot automatically:
- Identifies lead data in your spreadsheet
- Maps fields to the appropriate outreach platform format
- Transfers leads to the specified campaign or sequence
- Provides confirmation of successful transfers
Setup Steps
- Navigate to Settings: Open the SheetXAI sidebar and go to Settings
- Select Email Senders Tab: Click on the Email Senders tab
- Select Platforms: Choose the outreach platforms you want to configure (Instantly, Outreach.io, Smartlead, etc.)
- Enter Credentials: Add API keys and authentication details for each platform
- Configure Campaigns: Set default campaigns, lists, or sequences for each platform
- Save: Click Save to activate the connections
How to Configure
- Navigate to the Settings section in the SheetXAI sidebar
- Select the Email Senders tab
- Choose your preferred outreach platform(s) from the available options
- Enter your API keys and authentication credentials for each platform
- Configure default campaigns, lists, or sequences if applicable
- Set up field mapping preferences (if custom mapping is needed)
- Click Save to apply your changes
Once configured, you can start transferring leads using natural language commands in the chatbot.
Use Cases & Examples
Cold Email Campaign Setup
Transfer qualified leads directly to your cold email campaigns.
Campaign features:
- Direct lead transfer
- Campaign integration
- Automated setup
- Performance tracking
Streamline your cold email campaigns with direct lead transfer.
Example: "Send these leads to Instantly"
Sales Sequence Integration
Add prospects to existing sales sequences in your outreach platform.
Integration features:
- Sequence automation
- Prospect management
- Campaign optimization
- Follow-up automation
Automate your sales process with sequence integration.
Example: "Add these prospects to my Outreach.io campaign"
Multi-Platform Lead Distribution
Distribute leads across different outreach tools for A/B testing.
Distribution features:
- Multi-platform support
- A/B testing capabilities
- Performance comparison
- Optimization insights
Test and optimize with multi-platform lead distribution.
Example: "Send half these leads to Instantly and half to Smartlead"
Bulk Prospect Transfer
Move large lists of qualified prospects to outreach platforms.
Transfer features:
- Bulk processing
- Data validation
- Error handling
- Progress tracking
Efficiently transfer large prospect lists to your outreach tools.
Example: "Transfer all these qualified leads to my outreach tool"
Campaign-Specific Lead Assignment
Assign leads to specific campaigns based on criteria.
Assignment features:
- Criteria-based routing
- Campaign targeting
- Lead segmentation
- Performance optimization
Target the right leads with the right campaigns.
Example: "Send these SaaS leads to my tech industry campaign in Instantly"
Best Practices
- Organize Your Data: Ensure your spreadsheet has clear column headers (Name, Email, Company, etc.) for accurate field mapping
- Test with Small Batches: Start with a small number of leads to verify the transfer process before bulk operations
- Verify Campaign Settings: Double-check that your campaigns and sequences are properly configured in the outreach platform
- Monitor Transfers: Keep an eye on the confirmation messages to ensure all leads are transferred successfully
- Use Specific Commands: Be specific in your chatbot commands to ensure leads go to the correct campaigns
Troubleshooting
If you encounter issues with lead transfers:
- Verify API Keys: Ensure your API keys are correctly entered and have not expired
- Check Field Mapping: Verify that your spreadsheet columns match the expected field names
- Review Platform Limits: Check if your outreach platform has rate limits or daily transfer limits
- Validate Data: Ensure your lead data (especially email addresses) is properly formatted
- Check Campaign Status: Verify that the target campaign or sequence is active in your outreach platform
The Email Senders tab streamlines your workflow by enabling you to move prospects from spreadsheet to active outreach with simple chat commands, eliminating manual data transfer and reducing the time between lead qualification and outreach initiation.