For more general information on CRM Synchronizations on Waalaxy, check out this article. 🍓
🍇 Do I have to pay for it?
On Make, there are several types of subscription: Free, Core, Pro, Teams and Enterprise for large organisations.
➡️ Make pricing
You will also need a paid subscription, Advanced or Business on Waalaxy to create Webhooks.
🍈How do I set up synchronisation with Integromat?
Integromat is now called MAKE! So if you're redirected to MAKE pages, don't panic everything's normal. 🧘♀️
🍉 Step 0: Prerequisites
The first thing you need to do is create an account on Integromat, no need to take out a paid plan, you can use Integromat in Freemium to do this synchronisation.
Sign up with your Google account, your Facebook account, your Github account or by entering your personal details. 👇
🍊 Step 1: Create the scenario
Once you have logged into your account, you will be on the MAKE home page.
You can go to the "Scenario" tab, this is where we'll be able to create a sequence that allows Waalaxy x Integromat to be synchronized. 👇
🍋 Step 2: Create the Webhook
Click on the "+" and search for "Webhook".
Select it and choose "Custom webhook".
Click on "Create a Webhook".
In "Webhook Name", rename the name, or not.
Leave "IP restrictions" blank.
Click on "Save".
This step enables Integromat to create a Webhook address.
Copy the URL you have created.
Click "Ok".
🍍 Step 3: Create your campaign on Waalaxy
In order for data to be sent via Integromat, you need to create an integration campaign into which you will copy the webhook URL previously created.
Go to the "Campaign" tab and "Create a campaign".
If you have a FREEMIUM subscription :
You will not have access to this option.
If you have an ADVANCED or BUSINESS subscription:
You do have access to the "CRM Synchronisation" functionality.
Find a sequence that interests you and that includes the "CRM Sync" action, you can search for it from the campaign creation thanks to the action filter. 👇
Once you've found the sequence of your choice, fill in the various fields (Add leads, deadline, actions, message content etc...) until you get to the "CRM Synchronisation" stage. 👇
Paste the Webhook URL previously copied in this section.
Click "Test", then "Next".
And, Start the campaign. 🚀
🥭 Step 4: Return to Make - Set data parameters
Return to Make to continue the scenario.
Click on "Add another module",
Click on the "Tools" tab.
Select "Set multiple variable".
Click on this heading.
Fill in each of the variables by clicking on "Add Item", for example "FirstName" , "LastName", "Email".
Click on "Ok".
🍎 Step 5: Add your CRM (Example: with Google Sheets)
At this stage you can add any of your CRMs, here we'll take Google Sheets as an example.
Click on "Add a new module",
Search for "Google Sheets", and "Add a Row",
Connect your Google account.
You will then need to create a new Google Sheet with columns equivalent to the variables you have set up.
For example, in my example, I've set up the data: FirstName, LastName, and Email.
So I'm going to create a Google Sheets sheet with a FirstName column, a LastName column, and an Email column. ✅
On Make, you fill in:
"Connection" 👉 Connect your Google account.
"Choose a Method" 👉 "Select by path".
"Choose a Drive" 👉 "My Drive".
"Spreadsheet ID" 👉 Select the sheet you have created.
"Sheet Name" 👉 Select the name of the sheet.
"Table Contains Headers" 👉 Select "Yes".
"Values" 👉 In FirstName, enter the variable Firstname, and so on.
Click on "Ok".
At this point, you've finished setting up the scenario that will synchronise Waalaxy x Make!
Last step 👉 Click on "Run Once" to launch the scenario. ✅
🫐 Step 6: View on Google Sheets
Return to Google Sheets to see your synchronized data. 👇
And that's it! 😍