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 🪝 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, it’s 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 ❤️🔥. 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.
You will also need a paid subscription, Advanced or Business on Waalaxy to create Webhooks.
Waalaxy x Pipedrive Zap link
Here is the pre-completed Zap link, just click on it and use it to sync Waalaxy x Pipedrive!
➡️ Waalaxy x Pipedrive Zap link
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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 the small ‘+’ and search for ‘Pipedrive’.
- In “Event”, search for “Find Person” and click “Continue”.
- Connect your Pipedrive account.
- In ‘Field to search by’, select ‘Name’,
- In ‘Name’, click on the ‘FirstName’ and ‘LastName’ variables,
Do not touch the next two fields,
- Check “Create Pipedrive Person if it doesn’t exist yet?
- Add each of the variables to be synchronised,
“Name: add the variables “FirstName” and “LastName”,
“Owner”: this is you, click on the field and select your name,
“Organization: you can add it if you have created one on Pipedrive,
“Email: select the “Email” variable,
And so on!
- Click on “Continue”,
- Click on “Test Action”,
- You should get a success message:
- Publish le Zap,
View on Pipedrive
Go to Pipedrive, to the “Contacts” tab, and the “People” section, where you will have a dashboard where your data will appear.
(You will normally have “John Doe” to synchronise, which is our example data in the synchronisation).
And that’s it!
