Waalaxy synchronized with SalesForce (via Zapier)

Welcome to the tutorial Waalaxy synchronized with SalesForce !

Our auto-import feature allows you to retrieve data from Waalaxy, you can export this data to other CRMs via a Zapier integration. Want to automatically transfer the retrieved data to your Salesforce CRM? It’s this way! ⚡

Salesforce is a cloud-based customer relationship management (or CRM) solution that gives all departments in your company – including marketing, sales, customer service, and e-commerce – a unified view of your customers on an integrated platform.

It’s clearly the world leader in cloud CRM and offers many advantages: flexibility, adaptability, standard API links, an infinite number of options with multiple applications, and many more!

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.

➡️ Zapier pricing

You will also need a paid subscription, Advanced or Business on Waalaxy to create Webhooks.

➡️ Waalaxy Pricing

 

Link of the Waalaxy x Salesforce

I’ve prepared the Zaps for you that you’ll just have to copy / paste into your browser to automatically resume the pre-completed Zap.

So happy?

➡️ Zap Synchronization Waalaxy x Salesforce

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 Salesforce

• Click on the small “+” and search for “Salesforce”.
• Under “Event”, search for “Create Contact” and click “Continue”.
• Connect to your Salesforce account.
• Select the different variables in the fields you want to synchronize:
• In “Name”: select the variable “FirstName” and “LastName”, adding a space between the two.

Then fill in the different fields:

• Do this for all the data you wish to synchronise,
• Click on “Continue”, and “Test Action”,
• You should get a success message:

View on Salesforce

In Salesforce, you will find the imported contacts in “Contacts”:

Well done ! 😎