The Scenario
You are a marketing manager. Ninety contacts who attended last week's webinar are in an Excel workbook with their contact IDs. Your Salesflare "Post-Webinar Nurture" workflow is built and ready.
None of the contacts are enrolled. Your next email sends in 48 hours.
The bad version of this morning:
- Open Salesflare, search for contact 1, click the record, find Workflows, add to the sequence, confirm
- Search for contact 2, repeat
- Ninety times
- Around contact 50, you add someone to the wrong workflow and send them the wrong sequence
- Twenty contacts never get enrolled because you ran out of time before the 48-hour window.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI reads each contact_id from the workbook and enrolls them in the workflow in one go.
Open the SheetXAI sidebar and type:
For each contact_id in column A of this workbook, add the contact to the Salesflare "Post-Webinar Nurture" workflow and write "enrolled" or the error message to column B.
SheetXAI iterates through every row, calls the Salesflare API for each enrollment, and writes the result to column B.
What You Get
A completed workbook with column B filled:
- "enrolled" for every contact successfully added to the workflow
- The error message for any contact that failed
Every contact that could be enrolled, was enrolled. The failures tell you exactly who to fix manually.
What If the Data Is Not Quite Ready
Webinar attendee lists from event platforms are not always CRM-ready.
When you only have emails, not Salesflare contact IDs
For each email in column A, find the matching Salesflare contact and write the contact_id to column B. Then enroll each found contact in the "Post-Webinar Nurture" workflow and write "enrolled" or error to column C. For emails with no matching contact, write "NOT FOUND" to column B.
When some contacts are already enrolled in a conflicting workflow
For each contact_id in column A, check whether the contact is already enrolled in any active Salesflare workflow. If yes, write "ALREADY IN WORKFLOW" to column B and skip. If no, enroll in "Post-Webinar Nurture" and write "enrolled" to column B.
When you want to enroll only contacts who attended the full session
The workbook has a column marking attendance type.
For each row, only enroll the contact in the Salesflare workflow if column C says "Full Attendee." For rows marked "Partial" or "Registered Only," write "SKIPPED" to column B. Write "enrolled" for all enrollments.
When you want to split contacts into two workflows based on job title
Decision-makers should go into a different sequence than individual contributors.
For each contact_id in column A, fetch the contact's job title from Salesflare. If the title contains "Director," "VP," or "C-Suite," enroll in the "Executive Nurture" workflow. Otherwise, enroll in "Post-Webinar Nurture." Write the workflow name and status to column B.
The pattern: the workbook drives the enrollment, the status comes back to the workbook.
Try It
Get the 7-day free trial of SheetXAI and open any workbook with contact IDs, then ask it to enroll them in a Salesflare workflow. The Salesflare integration is included in every SheetXAI plan. See also how to export contacts with tags and custom fields or the Salesflare in Excel overview.