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Waalaxy x ZohoCRM

How to synchronize Waalaxy x ZohoCRM ?

Updated over a week ago

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. 🚀

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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 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:

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  • Click on "Continue", and "Test Action",

  • You should get a success message,

  • Then click on "Publish":

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View on ZohoCRM

Your lead will be sent to the section you have chosen in the Zap: "prospects" or "contacts":

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Well done!

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