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Webhooks Overview

Webhooks provide a seamless way to:
  • Capture new leads from any external platform
  • Update lead information (e.g., name, phone, email, tags)
  • Organize leads into lists or apply tags for segmentation
  • Trigger Outbound Automations based on new lead creation
Webhooks save time and improve lead response speed by automating the lead ingestion process, eliminating the need for manual entry.

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What is a Lead Webhook?

A Lead Webhook is a unique URL where you can send HTTP POST requests to add or update lead data.

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How It Works

  • You connect your third-party platform (e.g., CRM, form builder, ad tool) to the webhook URL.
  • When a new lead is generated or updated, data is sent to the webhook.
  • The system automatically adds or updates the lead record in the client account.
  • Tags or lists (if configured) are applied, and outbound automations can be triggered instantly.
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How to Create a Webhook

Follow these steps to create a lead webhook inside your platform:  1. Navigate to the Webhooks Menu 
  • From your Client Account, go to Settings > Webhooks
  1. Click “Create Webhook.”
  • Click the Create Webhook button to begin.
3. Fill in the Webhook Details
  1. Field Mapping
  2. Map the data fields you will send to the appropriate lead fields:
    • First Name
    • Last Name
    • Phone Number
    • Email
    • Any custom fields (e.g., budget, service interest)
  3. Tag/List Management (Optional)
  4. Apply your desired Tags
    • Apply default Tags (e.g., “facebook_ads”, “hot_leads”).
    • Assign leads to specific Lists for targeted follow-up or automation.
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Sending Data via Webhook

Make a POST request from your external tool (e.g., Zapier, Make, N8N, CRM) to the provided webhook URL with your lead data. 
Example Payload:
{
  "first_name": "John",
  "last_name": "Doe",
  "phone": "+1234567890",
  "email": "john.doe@example.com",
  "tags": ["hot_lead", "demo_requested"],
  "list_id": "real_estate_campaign"
}
If the lead already exists (matched by phone number), it will be updated instead of duplicated.

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Automation Trigger

You can set up Outbound Call Automations to trigger when:
  • A new lead is added
  • A lead is updated with specific tags or lists
This ensures the lead gets contacted instantly without delays.

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Use Cases

  • Facebook/Instagram Ads – Capture leads from ad forms and start voice conversations instantly
  • Landing Page Forms – Send leads from your website to AI agents via webhook
  • CRM → Platform Sync – Keep your CRM leads updated and initiate outreach calls
  • Auto-assign tags/lists for dynamic campaigns