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 to Zoho CRM. This is a cool ability for sellers that allows to make business workflow even more automated.

You can use this integration as an example for integrating Linked Helper with another CRM or 3rd party app for which such instruction does not exist yet here. The first two paragraphs of the manual integration below are the same across all apps, but adjusting zap is different, of course, yet it should be as simple as integrating Zoho.

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.) to Zoho CRM. There are two ways of integrating Zoho CRM: integrating it manually from scratch or integrating it via a shared zap.

Integration via shared zap

Add shared zap to your Zapier and Linked Helper campaign

Open shared zap via this URL - https://zapier.com/shared/40a61f0a386ee6502bb9f17b0d5290eb41e322b4
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:
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.

Add your spreadsheet and 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.
Zapier will ask you to select a Zoho account. You can select one if you have previously connected your Zoho account or you can add a new one.
After you've connected your account, Zapier will allow you to set up your action.

You need to select "Contacts" as your module, "Default" as your layout, and press "Refresh fields". After that, Zapier will show you a list of Zoho variables
After you've connected your account, Zapier will allow you to set up your action. The values will be automatically put to the correct columns of the document.
Adjust any other values if needed.
Scroll down till the end of the page and click "Continue".
Then click "Test and continue". Zapier will send the data of the profile you pushed for testing the trigger into the spreadsheet, so you will be able to see the data:

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.

Adjust 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 Hubspot. Select "Zoho CRM" under "App event"
Select the "Create module entry" option and press "Continue":
Zapier will ask you to select a Zoho account. You can select one if you have previously connected your Zoho account or you can add a new one.
After you've connected your account, Zapier will allow you to set up your action.

You need to select "Contacts" as your module, "Default" as your layout, and press "Refresh fields". After that, Zapier will show you a list of Zoho variables

You will be able to attach Linked Helper 2 data to a wide range of Zoho variables. You can scroll through all variables, or just press CTRL + F on your keyboard to search for a certain word on the page.
Once you'll find the variables that you need, you can search for the data which Linked Helper will push to columns by clicking on "Show all options" and scrolling. Keep in mind that you won't be able to fill all Zoho variables, as Linked Helper 2 can only send data that is available on the LinkedIn page, like first and last name, location, education, etc:
Or just type the data which you want to push to the column in the search bar and select it:
As a result, I've selected to send the first and last name data, as well as the e-mail and phone number data. After you've finished adding data, scroll to the end of the page and press "Continue".
Click on "Test and continue" on the next screen:
You will see the notification that the CRM entry was sent to your sheet. You can check if your CRM was populated with the data - it will be the data of that single profile that we previously processed through the "Send person to webhook" action. Keep in mind that it may take around 3 minutes for contacts to appear in your CRM.
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:
As a result, we have a spreadsheet that was populated with the info scraped by Linked Helper:

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. For that, you need to install Send replied to Webhook plug-in.

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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