What is the CRM sync on reply?
This feature allows you to automatically send your prospects’ information to your CRM as soon as they respond.
✅ Available for the following actions:
LinkedIn messages
Emails
Invitation notes
Setting up sync with HubSpot or noCRM
Requirements
A paid Waalaxy subscription (Pro, Advanced, or Business).
A free or paid account on HubSpot or noCRM.
💡 Useful resources:
Steps to configure Sync
Access your campaign on Waalaxy.
Activate the synchronization to automatically send data for prospects who reply to a message, note, or email to your CRM.
Example with HubSpot
1️⃣ Open your campaign and click on Edit > Edit my campaign.
2️⃣ Activate CRM sync on reply action.
3️⃣ Once you have set up your CRM, click on Update my campaign.
Setting up sync with other CRMs via Zapier
Requirements
An active Zapier account (subscription required for certain features).
A Waalaxy campaign with actions that generate responses.
Step 1: Create your campaign on Waalaxy
Create a campaign with actions such as:
Message
Email
Connection note
Use Waalaxy’s action filters to easily find a suitable sequence.👇
Set up the campaign. Let's take the simple "Message" sequence as an example.
Select it and open it from "Start a campaign".
Select the sequence
Name the campaign, draft your message, and launch the campaign 🚀.
🌟 Tip
Maximize your success with our messaging approach tips. 🔥
Step 2: Create a Zap and get the webhook URL
Log in to Zapier and click Create a Zap.
Search for the Webhook by Zapier app.
Configure the webhook:
Event: Select Catch Hook, then click Continue.
Pick Off a Child Key: Leave blank or provide a name, then click Continue.
Copy the generated URL.
Leave this aside for a minute while you do Step 3 ⌛
Step 3: Add the webhook URL to your Waalaxy campaign
Open your Waalaxy campaign.
Select the tool you wish to configure via Zapier.
Select Webhook and paste the Zapier webhook URL.
Test the configuration and save the changes.
💡 Good to know
If your CRM isn’t listed, always select Webhook.
Step 4: Finalize on Zapier
Click Test Trigger to verify the connection, then click Continue.
By clicking on this button, all data stored by Waalaxy will be sent to your Personal CRM, via Zapier.
Add your personal CRM to Zapier by clicking the "+" icon.
Follow the steps to complete the setup.
Step 5: Sync your personal CRM
Use specific tutorials for your CRM:
Now, your CRM is ready to automatically enrich prospects who reply to you! 🚀