Create the Outbound Connector
Outbound Connectors are utilized to push specific data-points from Leadfwd to your own third-party apps that support webhooks. Outbound connectors define a webhook destination path (end-point) and a set of data fields to send to the end-point, whenever the connector is executed.
Each connector you create should be for a specific purpose and connected to a single app. For example, an Outbound Connector can be created to integrate Leadfwd with Slack for the purpose of deploying notifications for contacts that reach a specific lead score.
Outbound Connectors can be triggered from Automation Workflows, by building conditions that will monitor for conditions that you define for contacts and data that you want sent to your third-party app.
Name your Connector
A simple and easily identifiable name that you and your team can recognize. Consider a naming convention to organize multiple connectors. The connector name will also appear with the webhook post and can be useful for identifying the underlying purpose. So, for example, if you're creating an event that sends a Slack alert when an existing lead returns to your website, then naming the connector for that purpose is a good idea. Slack Integration | Returning Site Visitor | Alerts | $user
Webhook End-point URL
This is the destination URL that we will transmit data to from Leadfwd.
Data fields to POST
Leadfwd allows you to customize the specific data and custom fields that are pushed by the Outbound Connector. The data fields will be automatically filled with your contact(s) field values each time the webhook event is triggered.
Simply select the menu field below 'Data fields to POST' and select one or multiple different fields available. The available fields in the menu span all available Contact and CRM lists within your Leadfwd account, so in the event of multiple lists it's important to understand that not every contact will have every field or a value in the field. It can and will likely vary from contact to contact.
Some fields are not available for selection and will send by default in addition to the data fields you've selected, including Name, Email address, Date Created, List Source, Status, etc.
Once you've selected your data fields you can now send the test post to your end-point URL by clicking Test Connector. During this process we will send a full sample webhook event post to your end-point to capture and process. We will randomly select a contact record from your Leadfwd account to auto-fill the data fields as well.
Example of webhook payload:
Please sign in to leave a comment.