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, 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. 🚀
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.
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:
Then give your sheet a name and create the columns of the fields you want to synchronise:
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:
Click on "Test Action",
You should get a success message:
Click on "Publish the Zap",
🍊 View on Airtable
On Airtable, the data will synchronize automatically:
You did iiiiiiit 🚀