π Hey there!
π In this tutorial, we will guide you on how to set up your webhook.
π‘ A webhook delivers data to other applications as it happens, allowing you to integrate Simply-B2B directly into your CRM/spreadsheet for centralized lead data.
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 weβve collected about the lead into a spreadsheet.
π Let's get started with setting up a webhook using Zapier, one of the many webhook providers, to send lead data to a spreadsheet.
Step 1: Open Your Dashboard
- Go to the Webhooks page on your dashboard.
- Click the "Create new webhook" button at the top right of the page.
Step 2: Choose Webhook Type
- You can create a webhook for all your campaigns (Global Webhook) or for individual campaigns.
- Toggle between Global Webhooks and Individual Webhooks by clicking this button:
Step 3: Setting Up Zapier
- Open Zapier and click the "Create" button on the left side.
- Select "New Zap."
Step 4: Input Webhook Name
- In the AI-powered text box, input "Webhook to Google Sheets" or your CRM's name and click "Generate."
Step 5: Select Trigger
- Zapier will suggest the best Zap for your input.
- Let's set up your trigger first.
- Click on the "Trigger" step, go to Test, and copy the URL Zapier generated.
Step 6: Configure Trigger
- In the apps & events, ensure "Webhooks by Zapier" is selected, and the event is "Catch Hook."
- Click "Continue."
Step 7: Paste Callback URL
- Leave the triggers option blank and click "Continue."
- In the Test part, copy the Callback URL Zapier generated.
Step 8: Set Up Webhook in Simply-B2B
- Go to Simply-B2B and continue with the webhook setup.
- Click on "Create Webhook" and select the trigger you want to use.
The event types that you can choose are:
LinkedIn webhooks:
- π© When a contact is invited to connectt: This event triggers when you send a connection invitation to a lead.
- β When a contact accepts connection: This event occurs when a lead accepts your connection request.
- π¬ When a contact replies: This event is triggered when a lead responds to a message or communication from you, indicating engagement or interest. This refers to the first response from the lead.
-
βοΈ When a message is sent on LinkedIn: This event triggers when a message is sent to contact on LinkedIn.
- π₯ When a message is received from contact: This event takes place when you receive a message from a lead. This refers to every reply you get from the lead to any message, InMail or email that was sent from the campaign.
- π Sent all connection requests: This event is triggered when you have sent connection requests to all the leads you intended to.
Email webhooks:
- π§ When an email is sent, this event triggers.
- π When an email link is clicked: This event triggers when someone clicks on the link from your email.
- π¬When an email is opened: This event triggers once your lead opens the email.
- π« When someone unsubscribes: This event triggers when someone unsubscribes.
Campaign webhooks:
- π When a lead completed the campaign: This event occurs when a lead has gone through and completed all the steps or actions in a specific campaign, such as responding to messages or taking the desired actions.
- π When a campaign has finished: This event signifies the end of a specific campaign, which may include a series of actions, messages, or interactions with leads.
- π When there are no more leads in a step 1: This event is triggered when there are no more leads remaining in the initial step of a campaign.
π·οΈ When chat label is added trigger activates when a label is applied to a chat conversation.
- Paste the Callback URL from Zapier and test your trigger.
- Choose whether you want webhooks to send data globally (for all campaigns) or for specific active campaign.
Step 9: Finish Zapier Setup
- After the setup on your account, return to Zapier to complete the setup there.
Step 10: Test Your Zap
- After a successful test, Zapier will show the records it found.
- Click "Continue with the selected record."
Step 14: Configure Google Sheets
- In the Google Sheets section, select Google Sheet under App & Event, and choose "Create a Spreadsheet Row." Click "Continue."
Step 15: Choose Google Account
- Under Accounts, select the Google Account you want to use.
When you press continue you will be taken to Actions.
Step 16: Populate Fields
- Populate all required fields, including Google Drive, Spreadsheet, Worksheet, and other custom fields from your spreadsheet or CRM.
-
Other fields are the fields you defined in your spreadsheet or CRM. Your file needs to have titles for each column you want Zapeir to populate.
Here are the titles Simply-B2B uses for lead information:
(uniqueLeadId,fullName,firstName,lastName,profileUrl,picture,occupation,currentCompany,yearsInCompany,totalCareerPositionCount,totalYearsInCareer,collegeName,email,businessEmail,phone,country,website,twitter,isConnectionAcceptedDetected,_status,leadTags,lastStepExecution,campaignName,leadConversation).
You can use these as your column titles.
Step 17: Test Your Zap
- Test your Zap to ensure everything is working as expected.
Step 18: Publish Your Zap
- After a successful test, publish your Zap, and you're good to go!
βΉοΈ Note: Webhook option may require a Zapier Premium account and is not available for free accounts.
We hope this tutorial was helpful!π
Enjoy your Simply-B2B experience! π
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