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Waalaxy x Airtable

How to synchronize Waalaxy x Airtable?

Updated today

Waalaxy can be synced with Airtable 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, Pro, Advanced or Business on Waalaxy to create Webhooks.

Waalaxy x Airtable Zap link

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

Waalaxy x Airtable 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. 🚀

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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.

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  • Click on "Continue",

Step 4. Synchronize Airtable

  • Click on the small '+' and search for 'Airtable'

  • Under 'Event', search for 'Create Records (With Line Item Support' and click 'Continue'.

  • Log into your Airtable account, and click 'Continue'.

  • You must have created a database on Airtable first:

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Then give your sheet a name and create the columns of the fields you want to synchronise:

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  • Return to Zapier,

  • In 'Action', select the 'base' you have created,

  • Select the sheet, and click on "Refresh fields" to have the fields appear.

  • Select each variable in each field:

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  • Click on "Test Action",

  • You should get a success message:

  • Click on "Publish the Zap",

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View on Airtable

On Airtable, the data will synchronize automatically:

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You did iiiiiiit 🚀

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