Oh hey LoneScaler! 👋
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
First, click on your "Integration"
Click on "Activate" right to Webhook
Then you have 2 options:
native integrations -> follow here 👈
at LoneScale we love Zapier! Thanks to our articles discover how to:
2️⃣ Add your webhook URL
3️⃣ Rename your webhook
4️⃣ Send a test payload to your webhook
Wait a few second until have this confirmation
💡🙋🏼 Use 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:
When you create or edit a workflow
Go to the section "Workflow Settings"
Switch on "Push to webhook"
In the connection field you have the list of your connections with their status (active or inactive)
Select the connection you want
Be careful, if you select an inactive connection, Lonescale can't push anything on it
👍 Practical information:
For a "Job Signal Accounts" workflow:
Lonescale makes a push by unique company
Decision-makers are in an array
Job signals are in an array
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 ❤️