What is your goal?
I want to set up and automated email out reach system using Make, RocketReach Claude and Microsoft 365. This is how I envision the setup should include: 1) extract a list of websites from an excel file stored in OneDrive for Business (this will be in a sheet called Companies), 2) identify email ids of the Chief Executive Officer and Chief Investment Officer from RocketReach based on the company domains that have provided in the excel sheet (I have access to the RocketReach API), 3) store the company name, person name, person title and person email ID in another sheet in the same Excel file (this sheet will be called Outreach), 4) use a pre-defined email template which will require changes to only the company name in the subject, the company name in the body of the email and the person’s name in the body of the email, 5) send the customized email to each email ID that has been extracted, and 6) record the status of the email (whether it has been successfully delivered or the email has bounced back) in the Outreach sheet.
What is the problem & what have you tried?
I am not able to make the RocketReach connection to work - and I don’t know why! I have spent 5-6 hours playing around with each and every field but I haven’t managed to make it work yet.
Screenshots (scenario flow, module settings, errors)
Hey Layla,
What issue are you getting from that module exactly? Can you show a screenshot of the output?
Hi Stoyan, the scenario just doesn’t run after hitting the RocketReach module. I have readded the RocketReach API key several times, but nothing happens.
What you are showing in the screenshot is either the first module being run manually or the first module not returning anything.
If there was an issue with the connection of the second module, you’d be getting an error.
I think you’re overrating rocketseaech. Just feeding it with a sheet of domains wouldn’t get you a list of decision maker info ready for outreach in another sheet. I think for this used case you’ll need an iterator and an aggregator. Iterate a search for each domain (requires more credits but still 10x cheaper than price per lead if you have to buy leads).
For each iteration rocketseaech will return a json and you can parse that and store it into a spreadsheets row. You can use input validation to properly ensure IDs are properly placed. Iterate until all domains are done. Once that’s complete you should understand some domains might not return an email ID which further means your sheet might need cleaning or you would use an AI agent that can work only with rows that have actual email IDs.
The next thing to do is to use an email sender like sendpulse because it is specifically designed for such workflows and will easily give you the status of the emails send but that ofcourse wouldn’t be in the same scenarios. You can give the spreadsheets to your make.com agent and give it sendpulse launch a campaign, add a list, etc and it can add that spreadsheets as a list and launch a campaign. This is organized and credits friendly plus its the only way to later get email status plus you can verify all emails to know which ones are invalid.
If you use send an email capability to iterate it’ll be difficult to use a template and practical impossible to fetch email status even in another scenario.
So I think your problem is that you find it hard to properly grasp the scope of what you’re trying to achieve couple with maybe subtly shallow understanding of the tools and their capabilities+limitations.
Your objectives are great but the method seems extremely problematic maybe infeasible.
