In this article, we'll show you how you can send profiles from Linked Helper to Zapier and how to use Zapier to send those profiles further into Salesforce. This is a cool ability for sellers who want to make their business workflow even more automated.

You can use this integration as an example for integrating Linked Helper with another CRM or 3rd party app. The first two paragraphs of the manual integration below are the same across all apps, but adjusting zap is different.

Note: Webhooks by Zapier event requires a paid Zapier subscription.

With this certain example, we will send data of 1st-degree connections (emails, phones, etc.) and automatically add new contacts in Salesforce using this data. There are two ways of integrating with SalesForce: integrating it manually from scratch or integrating it via a shared zap.

Integration via shared zap
Manual integration
Tips
- #1: Sending Custom Fields / Variables to Zapier
- #2: Exporting messaging history and replies

Integration via shared zap

Add shared zap to your Zapier and Linked Helper campaign

Open shared zap via this URL -
https://zapier.com/shared/d71d05f0151e862f0e4a62fc1a417f4a2022051d
Click "Try this Zap" and log in / create an account in Zapier if needed:

Create a campaign and push "test" data into the Zap

Create a campaign in Linked Helper with Visit & Extract profiles and Send person to webhook actions. Manuals below help you to create a campaign and set it up:
When adding Send person to webhook Action, paste the webhook URL to the Action's settings, enable both messaging history options: Please note that you can add "Send person to webhook" action in any of your existing campaigns, so in case you already extracted the data using another campaign and want to send that data to webhook, you just need to add "Send person to webhook" action as an additional step in your existing campaign.
Now you need to process a single profile through the "Send person to webhook" action, so Zapier can get an example of data that Linked Helper can push and get fields that you will need to set up later.
Start your campaign and manually stop it when 1 profile ends up in the "Successful" list of "Send person to webhook" action
Now you can move back to Zapier and continue with adjusting your Zap.

Finalize the settings

Zapier will ask you to test this trigger to check if it received any data from Linked Helper. That is why we previously pushed 1 profile through the "Send person to webhook" action. Click on "Test trigger":
If you did everything correctly, you will see what data did the webhook just receive. Click on "Continue" again.
Click on "Continue" from this screen in case you don't want to change the event:
Zapier will ask you to log into your Salesforce account. Please login and proceed further:
Once you're logged in, you'll see a message from Zapier that some extra fields are not used, but that's OK, they will be used when you choose the correct SalesForce object and account. Please, choose "Contact" as "Salesforce Object" and Account and click on "Continue":
Now Zapier will ask you to make a "test run" for a single profile and will try to send this data to Salesforce. Click on "Test & Continue":
If everything was done correctly, you will see that Zapier succeed to send a profile to Salesforce:
You can also check that the profile appeared in the "Contacts" tab in Salesforce:
Now just turn on your Zap:
After turning Zap on - you can go back to your campaign in Linked Helper and run it. Linked Helper will send all data from profiles that will be processed through the "Send to webhook" action to your spreadsheet

Manual integration

Create a webhook in Zapier

Navigate to http://zapier.com and login/create an account.
When logged in, click on "Make a Zap":
Select "Webhooks by Zapier" in the "App event" field:
After you make a Zap it is better to give it a meaningful name if you are planning to have several Zaps:
In the "Trigger event" field select "Catch a hook" and click on "Continue":
After clicking on "Continue" you will see that Zapier generated a URL to your webhook. Now you need to copy this URL and add it to Linked Helper Send person to webhook action as it is shown in the next part of the article:

Add "Send to Webhook" action and push "test" data into it

Create a campaign in Linked Helper with Visit & Extract profiles and Send person to webhook actions. Manuals below help you to create a campaign and set it up:
When adding Send person to webhook Action, please:
- paste the webhook URL to the Action's settings :
- do not forget to make other adjustments, such as enabling messaging export, if needed: Please note that you can add "Send person to webhook" action in any of your existing campaigns, so in case you already extracted the data using another campaign and want to send that data to webhook, you just need to add "Send person to webhook" action as an additional step in your existing campaign.
Now you need to process a single profile through the "Send person to webhook" action, so Zapier can get an example of data that Linked Helper can push and get fields that you will need to set up later.
Start your campaign and manually stop it when 1 profile ends up in the "Successful" list of "Send person to webhook" action.
Now you can move back to Zapier and continue with adjusting your Zap.

Finish your Zap and run your campaign

You need to move back on the screen where you got your webhook URL and press continue:
Zapier will ask you to test this trigger to check if it received any data from Linked Helper. That is why we previously pushed 1 profile through the "Send person to webhook" action. Click on "Test trigger":
If you did everything correctly, you will see what data did the webhook just receive. Click on "Continue" again.
Now we need to decide where to move this data through the webhook. In this example, we will be sending data from Linked Helper to the SalesForce. Select "Salesforce" under "App event":
Select "Create Record" under the Action event:
Zapier will ask you to log into your Salesforce account. Please login and proceed further:
Now you can fill in the data columns from Linked Helper into Salesforce columns. To create new contact select "Contact" under Salesforce Object field:
You can search for the data which Linked Helper will push to columns by clicking on "Show all options" and scrolling:
Or just type the data which you want to push to the column in the search bar and select it:
As a result, I selected this data to be pushed to the columns. After you fill in all the data here, click on "Continue" (my real data on the screenshot was cut for security reasons, but in your case, you will see the data of the "test" profile that you pushed):
Now Zapier will ask you to make a "test run" for a single profile and will try to send this data to Salesforce. Click on "Test & Continue":
If everything was done correctly, you will see that Zapier succeed to send a profile to Salesforce:
You can also check that the profile appeared in the "Contacts" tab in Salesforce:
Now just turn on your Zap:
After turning Zap on - you can go back to your campaign in Linked Helper and run it. Linked Helper will send all data from profiles that will be processed through the "Send to webhook" action to your spreadsheet:

Tips

#1: Sending Custom Fields / Variables to Zapier

As Linked Helper 2 allows you to upload or set custom fields to profiles to use them in your message templates, you may want to send them through Zapier as well.

The problem is that Zapier doesn’t show them in the data sample when you set up your Zap:

The workaround is simple: you just need double curly brackets.

{{cs_hubspot_crm_id}}

Zapier will change it to:

Don’t worry that Zapier shows “No data” for such variables. When you send data via LH2, you will receive custom variables at your target destination (CRM, Google Spreadsheet, …).

#2: Exporting messaging history and replies

Since Linked Helper now can scrape messaging history, it is possible to send not only the full / campaign messaging history to webhook but only profiles' replies as well.

The full / campaign messaging history as well as all messages such as such fields as replied_message_1_from, replied_message_1_text, replied_message_1_send_at are already included into export in the shared webhook.

If your goal is to get profiles' replies into your CRM, you can send only values mentioned above with profile identifiers (LinkedIn IDs or first/last names) into webhook and reduce information and hence "noise" sent to your CRM.

This can be done via additional options of the Check for replies and Message to 1st connections. All you need is to enable the option of sending replied to webhook and adjunct settings if needed. Please, check this article for more info - Messaging history in Linked Helper.

Here are some more useful articles from our blog:

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