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All you need to know about CRM Integration + Tutorials
All you need to know about CRM Integration + Tutorials

How to synchronize Waalaxy and other tools?

Updated over a week ago

Waalaxy is a tool that can be synchronized with other CRM so you can make all your tools interact together 🔥

💰 Do I need a paid subscription to use CRM Integration?

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.

🔗 Does Waalaxy have an API?

Waalaxy does not have a public API to automatically synchronize your data with other platforms.

🌎 Which CRMs can I synchronize Waalaxy with?

As long as the tool you are using is present on Zapier, Make or other integration tools, you will be able to synchronize Waalaxy and other CRMS.

To make your life easier, we have written some tutorials dedicated to some CRMS:

You will find a guide to build your synchronization and the pre-completed links. 👽

🚦 How can Waalaxy synchronize?

Waalaxy can synchronize with other CRMs via integration tools such as Zapier, Make (formerly Integromat), N8N, and Pabbly.

We mainly use Zapier or Make, but you can also build your integrations yourself via webhooks. 🚀

👩‍💻 How is the data synchronized?

We send the data one by one from Waalaxy, to your CRMS.

📋 What data is synchronized?

Here's a list of all the data you can synchronize 👇

  • Waalaxy Prospect ID

  • Sales Navigator ID

  • First Name

  • Last Name

  • Occupation

  • Job Title

  • Location

  • LinkedIn Email

  • Pro Email (found with Email Finder)

  • Phone Numbers

  • Waalaxy Prospect List Name

  • LinkedIn URL

  • Is the prospect a premium LinkedIn member? (Y/N)

  • Is the prospect a jobseeker? (Y/N)

  • Profile Relationship (connected, not connected, pending)

  • Did you already send a message to this prospect? (Y/N)

  • Did the prospect reply to a message? (Y/N)

  • Did you already email this prospect? (Y/N)

  • Did the prospect reply to an email? (Y/N)

  • Connection Date (when your prospect accepted your invitation)

  • First Message Date (when you sent the first message through Waalaxy)

  • Waalaxy Tags

  • Company Name

  • Company LinkedIn Page URL

  • Company Website URL

👽 How to launch CRM Synchronization via Waalaxy?

It is an action just like sending an invitation or a message, so you will have to launch a campaign that includes a CRM Sync action.

You can easily find the campaigns that include this action from "Campaign", "Create a campaign", through the Create a campaign", thanks to the action filters. ⬇️

📩 Can I synchronize only the people who reply to my messages to my personal CRM?

It is indeed possible to synchronize leads that respond to your login notes or message as part of a campaign via the "Action on Response" or "Response Target" feature.

This is a feature included in the Advanced and Business subscriptions only.

Here's a tutorial to set it up. 😁

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