Waalaxy can be synced with Zoho 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 ZohoCRM Zap link
You can directly copy the link of this Zap to synchronize Waalaxy x ZohoCRM, for the more challenging ones, follow the tuto! 👀
🍉 Waalaxy x ZohoCRM 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. Synchronize ZohoCRM
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Click on the small "+" and search for "ZohoCRM".
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In "Event", search for "Create Module Entry" and do "Continue".
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Connect your ZohoCRM account.
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In the "Action" section, fill in the different fields like this:
-"Module": you can synchronize the profiles in the "Prospects" or "Contacts" tabs of ZohoCRM.
-"Layout: Standard.
For the rest of the fields, you will simply have to select the variables you want to add:
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Click on "Continue", and "Test Action",
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You should get a success message,
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Then click on "Publish":
🍊 View on ZohoCRM
Your lead will be sent to the section you have chosen in the Zap: "prospects" or "contacts":
Well done!