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

Thanks to webhook connections and native integrations, you can push the results of LoneScale directly in your CRM

Updated over 5 months ago

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 "Integration"

  2. Click on "Activate" right to Webhook

    Then you have 2 options:

    1. native integrations -> follow here 👈

      1. Salesforce

      2. HubSpot

      3. Salesloft

      4. OpenAI

    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:

2️⃣ Add your webhook URL

3️⃣ Rename your webhook

4️⃣ Send a test payload to your webhook

Send a test payload to set up 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:

  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 "Account Signal" workflows:

    • Lonescale makes a push by unique company

      • Job signals are in an array

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

  • For "Champions tracking", "New Hires" and "Lead Sourcing" workflows: Lonescale makes a push by contact

Still have questions?

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

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