Oh hey LoneScaler! 👋
You want to connect your CRM or any other tools with LoneScale but don't know how? I'm here! Let me walk you through each step ⬇
1️⃣ Create a new zap
Create a new zap on zapier.com :
Choose "Webhooks by Zapier
Trigger Event: "Catch Hook"
Click on "Continue"
☀️ Copy your "Custom Webhook URL"
In this example: https://hooks.zapier.com/hooks/catch/8463058/brdxec8/
Click on Continue
2️⃣ Set your Webhook URL on LoneScale
Go to LoneScale App and log in
Click on "your picture" at the right top of your screen and select "Profile"
Paste your "Webhook URL" in the field "URL connection"
Push the "Add" button
More information in this article
3️⃣ Send a test to your Webhook to map your fields on Zapier
Send a test on the webhook by clicking on:
The light picto for a test payload of a "Lead Generation" workflow (in orange on the screenshot below)
The target picto for a test payload of a "Accounts Enrichment" workflow (in green on the screenshot below)
With these tests, you have the maximum possible payload
4️⃣ Build your CRM flow on Zapier
☀️ Test the trigger
Go back to zapier.com and click on "Continue"
Then click on "Test trigger"
If you had previously send a test, you will have something like this ⬇
☀️ Map the fields
Here, you can check every information sent by LoneScale in the payload. You'll be able to map every one of these fields with your CRM' fields.
Just click on "Continue" to begin building your CRM' flow
You should see this screen ⬇
☀️ Select the integration that suits your needs
If you want to connect your CRM, feel free to check our articles to guide you through each step:
5️⃣ Activate your "Webhook connection"
Click on the toggle in the column "Actions". If it's blue, it's on! ✨
Still have questions?
☀️ If you haven't found the answer you were looking for, please ask our lovely team on the LoneScale chat ❤️