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
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 ZohoCRM
Click on the small "+" and search for "ZohoCRM".
In "Event", search for "Create Module Entry" and do "Continue".
Connect your ZohoCRM account.
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:
Click on "Continue", and "Test Action",
You should get a success message,
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!