Waalaxy can be synced with Sellsy 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 Sellsy 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. Synchronise Sellsy
Click on the small "+" and select the "Sellsy" tool.
In "Event", select "Create Contact" and click "Continue".
Connect your Sellsy account.
In the "Set up Action", select each of the variables and click "Continue". 👇
Test the action and publish the Zap.
View on Sellsy
You will be able to find your contacts from the side menu "Contacts" and "Contact list". 👇
You dit iiiiiiit !