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 profile
Choose the "Connections" tab
Then you have 2 options:
native integrations -> coming soon 🤩
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:
Add your webhook URL
paste your "Webhook URL" in the field "URL connection"
push the "Add" button
Switch on the status
☀️ 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:
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 "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 ❤️