DMacauely
Member
Hello,
I'm working on a simple workflow to grab data from our LinkedIn prospecting automation tool (Waalaxy) and pass it over to our CRM when a new or existing connection responds to one of our sales team.
For our CRM to accept the data, the API request must include the contact or prospect's email address or the workflow will fail. The prospecting software (Waalaxy) can only send over an email when LinkedIn users elect to make their email visible on their profile. Thankfully, the majority of our target market chooses to do so but about 25% of the time, they choose not to. That eaves us with a pretty high rate of workflow failure notifications.
We can still respond and talk to these prospects directly through LinkedIn, so it's easy enough to communicate with these folks but it means we either give up on them coming into our CRM until the very end of the sales cycle or rely on our sales reps to enter these prospects manually... either way it is not ideal and it leaves a sizable chunk of our top-of-funnel communications invisible to us.
Can anyone point me in the right direction to figure out how to do that?
Thanks!
I'm working on a simple workflow to grab data from our LinkedIn prospecting automation tool (Waalaxy) and pass it over to our CRM when a new or existing connection responds to one of our sales team.
For our CRM to accept the data, the API request must include the contact or prospect's email address or the workflow will fail. The prospecting software (Waalaxy) can only send over an email when LinkedIn users elect to make their email visible on their profile. Thankfully, the majority of our target market chooses to do so but about 25% of the time, they choose not to. That eaves us with a pretty high rate of workflow failure notifications.
We can still respond and talk to these prospects directly through LinkedIn, so it's easy enough to communicate with these folks but it means we either give up on them coming into our CRM until the very end of the sales cycle or rely on our sales reps to enter these prospects manually... either way it is not ideal and it leaves a sizable chunk of our top-of-funnel communications invisible to us.
- Is there a way that I can set up our Pabbly workflow to apply some conditional logic so that it can tell when a webhook has sent us all the data needed for a later API request to execute before it passing it on to the next step in the workflow?
- When a webhook contains all the data needed by the CRM (First name, last name, and email), it should send it on to the API to push it over to the CRM.
- When a webhook is missing a critical field value (such as the email), I would like to be able to add a placeholder value such as "[email protected]" so that the workflow can successfully execute and get the contacts information into the CRM.
- Once a prospect is in our CRM we can always set up an automation to regularly find contacts sporting a placeholder email and reach out to them through LinkedIn to get a current email, so the goal for the our Pabbly worklow is to make it work so that we get them in the system.
Can anyone point me in the right direction to figure out how to do that?
Thanks!