Set Up Webhooks in WhatConverts

Setting up webhooks in WhatConverts enables automatic, real-time delivery of lead data to your external systems from WhatConverts. This guide walks you through the configuration process.

Set Up Webhooks

To set up Webhooks in WhatConverts to send data to external systems:

1. In your WhatConverts profile, select “Tracking”, then “Integrations”.
2. Choose “Automations”, and select “Connect” under Webhooks.
3. Click on "Add Webhook".
4. In the new dialog box, add your "Webhook URL" and select the Lead Types and Trigger Type for the webhook.
   1. Webhook URL: Enter the complete URL where you want to receive lead data. This must be a valid endpoint that can accept POST requests. Ensure the URL uses HTTPS for secure data transmission.
   2. Lead Types: Select which types of leads should trigger this webhook. You can choose from: Phone Calls (completed, in progress, and modified), Web Forms, Chats (completed and in progress), Text Messages, Transactions, Custom Events, Emails, and Appointments. You can select multiple lead types for a single webhook, or create separate webhooks for different lead types.
   3. Trigger Type: Choose when the webhook should fire. Select "New" to trigger when a new lead is created, or "Update" to trigger when an existing lead is modified.
5. Click "Add". You can add up to five webhooks that will trigger at the same time.

Manage Multiple Webhooks

You can add up to five webhooks that will trigger simultaneously. This allows you to send lead data to multiple systems, such as your CRM for lead management, analytics platforms for reporting, marketing automation tools for campaign tracking, internal notification systems for real-time alerts, or database systems for data warehousing.

To add additional webhooks, repeat the configuration process with different URLs or settings.

Test Your Webhook

After setting up your webhook, trigger a test lead in your account to verify that the webhook fires correctly. Check your endpoint to confirm it received the POST request with the expected JSON data.

Troubleshooting

If your webhook isn't firing as expected:

• Verify the webhook URL is correct and accessible
• Confirm your endpoint can receive POST requests
• Check that you've selected the correct lead types
• Ensure the trigger type matches your needs (new vs. update)
• Review your endpoint logs for incoming requests

Understand Webhook Data

Each webhook POST request contains JSON data with lead information. The exact fields depend on the lead type, but all webhooks include common variables like lead_id, contact information, marketing source data, and device details.

For detailed information about the data format for each lead type, see the individual webhook documentation for each lead type.

Next Steps

Once your webhook is configured, lead data will automatically flow to your specified endpoint in real-time. You can then process this data according to your business needs, whether that's creating CRM records, triggering notifications, or updating dashboards.

Related Topics

• What are Webhooks in WhatConverts?
• Receive Phone Call Data with Webhooks
• Receive Web Form Data with Webhooks