How to Set up Webhook Integration

A webhook is a way for an app to provide other applications with real-time information. A webhook delivers data to other applications as it happens, meaning you get data immediately.

That being said, you can look at webhooks as a way of integrating the platform directly into your CRM/spreadsheet which allows you to have all of the data about the leads in one place.

How to set up a webhook

Here, we’ll show you how to set up a webhook using Zapier (just one of the many webhook providers) to send all of the data that we’ve collected about the lead into a spreadsheet. You can, of course, use any other webhook provider if you have any preferences.

Let’s get to it then!

  • Opet up your dashboard and go to the Integrations tab. Here is where you can see all of the webhook you’ve set up and create new ones
  • Click on the “Create new webhook” button at the top right of the page

For now, we will leave the dashboard and go to Zapier to set everything up there since we’ll need the callback URL that is generated through their service

  • On Zapier, on the left side, press the “Make a zap” button
  • For the trigger, you want to choose the option “Webhook”
  • Under the “Trigger Event” select “Catch Hook” and “Continue”
  • Now you will be provided with a Custom Webhook URL. Copy it and paste it back to the platform in the Callback URL field

Now that we’re back on the dashboard, let’s talk about the different event options that you can choose from to act as a trigger for the webhook.

Basically, every time a selected event happened, the webhook fires, and the platform will send all of the information from that lead directly to the tool you’ve chosen (CRM or Spreadsheet)

Here’s a list of all of the event types that we support:

  • When a contact is invited to connect
  • When a contact accepts connection
  • When a contact replies
  • When a message is received from contact (in the case of a lead responding to your email, only the data about the lead will be pushed through and will not include the message itself which is protected by Google’s Security Policy)
  • Sent all connection requests – this refers to the campaign as a whole

Those are all of the events that will trigger the webhook automatically without you having to do anything extra and they relate to all leads

If you want to choose to send the information of only specific leads to your tool, you can select the new “When a chat label is added” option. This refers to the labels that you can put on your chat in our Smart Inbox. Choose the label that you want to associate with the webhook and that’s it, each time you put a label on a lead in chat, the webhook will fire. To learn more about those, feel free to check out this article.

After selecting the trigger event that you would like to use for your webhook, be sure to Test it on the right side of the screen and see if the trigger is firing.

You can also choose whether you want webhooks to send data globally (for all campaigns) or pick and choose one or more of the active campaigns.

Back to Zapier!

  • Pressing on the continue button, you will be led to the Test your trigger stage. If the test goes through, and the request is found, you will be able to see a list of all the information that our platform can collect from the leads
  • Continuing on, you are now at the “Action” stage where you choose the tool that you want the information to go to. In this example, we’ll be going with Google Sheets.
  • For Action Event, pick Create Spreadsheet Row and then select the Google account that you want this information to be hosted on
  • Under Drive, select My Google Drive. For spreadsheets, we’ve prepared a spreadsheet template that you can use and you can find it here. And for the worksheet select the only one available.
  • After that, you link all of the fields from the data type and match it with a column in the spreadsheet.
  • Last but not least, test the webhook one more time to see if the data is being sent over and bam, you’re done. Now you can turn on the Zap and watch as the spreadsheet populates with your leads.

One thing to note: You would need to have a version on Zapier Premium in order to use the Webhook option since it’s not available for free accounts.

We hope that this detailed guide will help you when you’re setting up your own webhook integration. For an even more detailed walkthrough, feel free to check out this video.