Step 1: Synchronize your CRM with Waalaxy
Before exporting, you must first synchronize your CRM with Waalaxy.
Go to Settings > CRM Sync.
Connect your CRM.
📖 Need assistance? Check out our detailed tutorials for specific CRMs👇 😊
If your CRM isn’t listed, you can configure it via Zapier.
Step 2: Manually export prospects to your cRM
Once your CRM is synchronized, follow these steps to export your prospects:
Navigate to your list of prospects in Waalaxy.
Choose the prospect(s) you want to export.
Click “Export”, then select “Export to (CRM)”.
Choose the specific list in your CRM where you want to send the data.
💡 Tip: You can save this list as the default option to speed up future exports. 👌
