Push the results of your workflows in your CRM via a webhook

Oh hey LoneScaler! 👋

There are 3 different ways to get the results of your workflows:

• Get your results directly in your CRM

• Download your results

• See your results directly in LoneScale App

In this article, let me explain how to get directly the results in your CRM.

1️⃣ Add a connection

1. First, click on your profile

2. Choose the "Connections" tab

   

3. Then you have 2 options:

   1. native integrations -> coming soon 🤩

   2. or webhook:

      • webhook is a powerful solution to automate many tasks. Thanks to webhooks you can send the results of a workflow directly in your CRM but also integrate only certain results, automate tasks like finding contact numbers, sending notifications, emails, ... You can for example use Zapier or n8n.

      • at LoneScale we love Zapier! Thanks to our articles discover how to:

        • Connect LoneScale via Zapier

        • Connect LoneScale to your Hubspot via Zapier

        • Connect LoneScale to Pipedrive with Zapier

4. Add your webhook URL

   1. paste your "Webhook URL" in the field "URL connection"

   2. push the "Add" button

5. Switch on the status

6. Send a test payload to set up your webhook

☀️ A few things you can do on your connections:

• Rename your Connection in the column "ID". You just need to double click and write the new name

• 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)

  • The "people" picto for a test payload of a "Contact Tracking" workflow (in pink on the screenshot below)

• Delete your Connection by clicking on 🗑️

• Active or disable your Connection by clicking on the "toggle" (Status column)

2️⃣ Choose your connection in your workflow settings

When you have added and set up your connection (discover how in this article), you can add it as a workflow output:

1. When you create or edit a workflow

2. Go to the section "Workflow Settings"

3. Switch on "Push to webhook"

4. In the connection field you have the list of your connections with their status (active or inactive)

5. Select the connection you want

6. Be careful, if you select an inactive connection, Lonescale can't push anything on it

👍 Practical information:

• For a "Lead Generation" workflow:

  • If you have selected Decision-Makers: Lonescale makes a push by unique people

  • If you haven't selected Decision-Makers: Lonescale makes a push by unique company

• For an "Accounts Enrichment" workflow: Lonescale makes a push by unique company

• For a "Contact Tracking" workflow: Lonescale makes a push by contact enriched

Still have questions?

☀️ If you haven't found the answer you were looking for, please ask our lovely team on the LoneScale chat ❤️