Waalaxy can be synced with Salesforce 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.
You will also need a paid subscription, Advanced or Business on Waalaxy to create Webhooks.
🍈 Waalaxy x Salesforce Zap link
You can directly copy the link of this Zap to synchronize Waalaxy x Salesforce, for the more challenging ones, follow the tuto! 👀
➡️ Waalaxy x Salesforce Zap link
🍉 Waalaxy x Salesforce synchronization
Step 1. Go to Zapier
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Click on "Create a Zap",
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Search for "Webhook by Zapier",
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Under "Event", select "Catch Hook",
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Click "Continue" twice, skipping the "Pick off a Child Key" part,
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Copy the webhook URL.
Step 2. Go to Waalaxy
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Click on "Campaign" and "Create a campaign",
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Filter by the action "CRM Sync" to see all sequences that include this action,
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Select the sequence,
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Fill in the various fields (action, deadline, message content),
In the "CRM Sync" section :
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Select the CRM that you are going to configure,
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Paste the link of the Webhook previously copied,
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Click on "Test", then "Validate",
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Launch the campaign. 🚀
Step 3. Launch the Webhook
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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.
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Click on "Continue",
Step 4. Synchronise Salesforce
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Click on the small "+" and search for "Salesforce".
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In "Event", search for "Create Contact" and do "Continue".
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Connect to your Salesforce account.
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Select the different variables in the fields you want to synchronise:
In "Name": select the variable "FirstName" and "LastName", adding a space between the two.
Then fill in the different fields:
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Do this for all the data you wish to synchronise,
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Click on "Continue", and "Test Action",
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You should get a success message:
🍊 View on Salesforce
In Salesforce, you will find the imported contacts in "Contacts":
Well done !