How to connect Zapier

Go to the integrations tab and click on Webhooks

Add new Webhooks

Name your integration and get the target URL.

To get the target URL, log into your Zapier account

Click Create Zap

In the trigger search bar, type in Webhooks by Zapier

Click Webhooks by Zapier

Click on Catch Hook and click continue
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Press continue again on the next trigger section
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Once you click continue, the webhook URL will show.
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Copy the Webhook and paste it in Cleverly, in the target URL section and click TEST!

Once you click the test button, an OK message should show in Cleverly.

You can also test your Zapier trigger to check if everything is going as intended. If everything is working fine, click SAVE in Cleverly.

Once you click save, click on Attach Campaign. At this point the webhook is working as intended, and is listening for any incoming requests.
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Once you click on Attach Campaign, you will be able to see all your campaigns and conditions to execute the webhook on.
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Execute On options are:
A) Member connected - when someone has accepted your connection request
B) Reply detected - when someone replied to any of your follow up messages
C) Invitation withdrawn - when the invitation has been withdrawn manually or automatically
D) Member Invited - whenever a member is sent a connection request from the campaign
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This means that, if you select a campaign, and execute on Member Connected. Whenever a member is connected, the webhook will get triggered.
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Click Attach to add the campaign and conditions to the webhook.
​NOTE: you can add as many campaigns to the webhook, just repeat step 14 (clicking attach. campaign)

Go back to Zapier and click Continue with selected record

Search for your CRM system in the Actions section and click it.

Select what you want it to do in your CRM system, for example: Add or update Contact

Each CRM system has its own actions and ways to connect it. At this point, it is entirely up to you to configure the CRM actions that suit your needs and align best with your workflow, since this part is about what you want to be pulled from Cleverly into your CRM.

Once you fill in the mapping fields, press continue.

Test the action to make sure everything is OK and press publish

Rename your zap and make sure to turn it on