It was time to offer you a tutorial on how to sync Waalaxy x Pipedrive, the famous tool that allows you to easily track and relaunch your deals as part of your prospecting strategy.
This guide is designed to allow you to automatically populate your Pipedrive with data retrieved đȘ from your Waalaxy prospecting campaigns.
What is Zapier?
Zapier is a tool that allows you to synchronize applications together via workflows called zaps. In other words, itâs a tool that allows you to save an incredible amount of time.
What is Pipedrive?
Pipedrive is a platform dedicated to salespeople and designed by salespeople â€ïžâđ„. Their mission is simple, to develop a customer relationship management tool that would help users visualize their sales process, and increase their productivity.
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.
âĄïž Zapier pricing
You will also need a paid subscription, Advanced or Business on Waalaxy to create Webhooks.
âĄïž Waalaxy Pricing
Waalaxy x Pipedrive Zap link
Here is the pre-completed Zap link, just click on it and use it to sync Waalaxy x Pipedrive!
âĄïž Waalaxy x Pipedrive Zap link
Step 1. Go to Zapier
- Click on âCreate a Zapâ,
- Search for âWebhook by Zapierâ,
- Under âEventâ, select âCatch Hookâ,
- Click âContinueâ twice, skipping the âPick off a Child Keyâ part,
- Copy the webhook URL.
Step 2. Go to Waalaxy
- Click on âCampaignâ and âCreate a campaignâ,
- Filter by the action âCRM Syncâ to see all sequences that include this action,
- Select the sequence,
- Fill in the various fields (action, deadline, message content),
In the âCRM Syncâ section :
- Select the CRM that you are going to configure,
- Paste the link of the Webhook previously copied,
- Click on âTestâ, then âValidateâ,
- Launch the campaign. đ
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 âValidate the Webhookâ on Zapier.
- Click on the small â+â and search for âPipedriveâ.
- In âEventâ, search for âFind Personâ and click âContinueâ.
- Connect your Pipedrive account.
- In âField to search byâ, select âNameâ,
- In âNameâ, click on the âFirstNameâ and âLastNameâ variables,
Do not touch the next two fields,
- Check âCreate Pipedrive Person if it doesnât exist yet?
- Add each of the variables to be synchronised,
âName: add the variables âFirstNameâ and âLastNameâ,
âOwnerâ: this is you, click on the field and select your name,
âOrganization: you can add it if you have created one on Pipedrive,
âEmail: select the âEmailâ variable,
And so on!
- Click on âContinueâ,
- Click on âTest Actionâ,
- You should get a success message:
- Publish le Zap,
View on Pipedrive
Go to Pipedrive, to the âContactsâ tab, and the âPeopleâ section, where you will have a dashboard where your data will appear.
(You will normally have âJohn Doeâ to synchronise, which is our example data in the synchronisation).
And thatâs it!