Waalaxy can be synced with Pipedrive to export your prospects' data in your CRM.

🍇 Do I need a paid subscription to create Zapier Webhooks?

No. You will need a paid subscription to Zapier, or the trial version to be able to create Webhooks.

➡️ Zapier pricing

You will also need a paid subscription, Advanced or Business on Waalaxy to create Webhooks.

➡️ Waalaxy pricing

🍈 Waalaxy x Pipedrive Zap link

You can directly copy the link of this Zap to synchronize Waalaxy x Pipedrive, for the more challenging ones, follow the tuto! 👀

➡️ Waalaxy x Pipedrive Zap link

🍉 Waalaxy x Pipedrive synchronization

Step 1. Go to Zapier

• Click on "Create a Zap",

• Search for "Webhook by Zapier",

• Under "Event", select "Catch Hook",

• Click "Continue" twice, skipping the "Pick off a Child Key" part,

• Copy the webhook URL.

Step 2. Go to Waalaxy

• Click on "Campaign" and "Create a campaign",

• Filter by the action "CRM Sync" to see all sequences that include this action,

• Select the sequence,

• Fill in the various fields (action, deadline, message content),

In the "CRM Sync" section :

• Select the CRM that you are going to configure,

• Paste the link of the Webhook previously copied,

• Click on "Test", then "Validate",

• Launch the campaign. 🚀

Step 3. Launch the Webhook

• Go back to Zapier, and pick up where you left off.

Now that the campaign has been launched, you can "Validate the Webhook" on Zapier.

• Click on "Continue",

Step 4. Synchronize Pipedrive

• Click on the small '+' and search for 'Pipedrive'.

• In "Event", search for "Find Person" and click "Continue".

• Connect your Pipedrive account.

• In 'Field to search by', select 'Name',

• In 'Name', click on the 'FirstName' and 'LastName' variables,

Do not touch the next two fields,

• Check "Create Pipedrive Person if it doesn't exist yet?

• Add each of the variables to be synchronised,

"Name: add the variables "FirstName" and "LastName",

"Owner": this is you, click on the field and select your name,

"Organization: you can add it if you have created one on Pipedrive,

"Email: select the "Email" variable,

And so on.

• Click on "Continue",

• Click on "Test Action",

• You should get a success message:

• Publish the Zap,

🍊 View on Pipedrive

Go to Pipedrive, to the "Contacts" tab, and the "People" section, where you will have a dashboard where your data will appear.

(You will normally have "John Doe" to synchronise, which is our example data in the synchronisation).

You dit iiiit !