Hey there Skyleaders,
A webhook delivers data to other applications as it happens, meaning you get data immediately. It is a way of integrating Skylead directly into your CRM/spreadsheet which allows you to have all of the data about the leads in one place.
We will 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.
Open your dashboard and go to the Webhooks page and then click on the “Create new webhook” button at the top right of the page.
!You can create a webhook for all your campaigns Global Webhook or for Individual campaign.
The view between Global Webhooks and Individual Webhooks can be changed by clicking on this button:
The next step is to open Zapier and on the left side, press the “Make a zap” button:
For the trigger, you want to choose the option “Webhook” or any other app that you want to use.
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 Skylead in the Callback URL field:
You will be then asked to choose what type of updates you want to be sent:
The event types that we support are:
- When contact is invited to connect (the webhook will be triggered when the invite to connect is sent)
- When a contact accepts the connection ( the webhook will be triggered when your lead accepts the invitation)
- When a contact replies - ( the webhook will be triggered only on the first message received by your lead, usually to invite to connect)
- When a message is received from the contact
- Sent all connections requests
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.
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.
After the set-up on your account, you need to go back to the Zapier to finish the set-up there.
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 Skylead 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.
Test the webhook one more time to see if the data is being sent over and you are done. Now you can turn on the Zap and watch as the spreadsheet populates with your leads.
! 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.
To learn more about integration with different CRM visit our blog on Webhooks and CRMs.
We hope this tutorial was helpful!
Enjoy your Skylead experience! 🚀