How to Set Up Webhook Integration

👋 Hey there!

Looking for a smoother workflows streamline data transfers?

Webhooks with Simply-B2B offer you an easy way to automate and sync lead information. Set up Zapier integrations, select trigger events, and connect to CRMs or spreadsheets instantly. Enjoy smoother workflows and real-time data syncing. Get into a boosting productivity today! 🚀

Why Use Webhooks?

💡 Webhooks let you transfer data instantly, as it happens, so you’re always up-to-date. They’re like messengers, delivering important info directly to your other apps. Here’s why they’re awesome:

• 🚀 Instant Updates: Get real-time data delivery, so you never miss a beat.
• 📊 Centralized Info: Sync Simply-B2B with your CRM or spreadsheet for a clear, organized view of all your lead data.
• 🤖 Automation: Reduce manual work with automated data transfers, saving you loads of time.
• 📈 Efficiency: Streamline your workflows and keep everything running smoothly!

Now, let’s set up a webhook using Zapier to send all your lead data to a spreadsheet. It’s one of the easiest ways to automate your processes! 🔗

Step 1: Open Your Dashboard

Go to the Webhooks page on your Simply-B2B dashboard.
Click the "Create" button at the top right of the page.

Step 2: Choose Your Webhook Type

Decide if you want to create a webhook for all your campaigns (Global Webhook) or just specific ones.
Switch between Global and Individual Webhooks by clicking on tabs:

Step 3: Setting Up Zapier

Open Zapier and click the "Create" button on the left side.
Select "New Zap" to get started.

Step 4: Input Webhook Name

In the text box, type something like "Webhook to Google Sheets" or the name of your CRM and click "Generate".

Step 5: Select a Trigger

Zapier will suggest the best trigger based on your input. Click on the "Trigger" step, then go to Test and copy the URL Zapier generates for you.

Step 6: Configure the Trigger

Make sure "Webhooks by Zapier" is selected under Apps & Events, and the event is set to "Catch Hook."
Click "Continue."

Step 7: Paste the Callback URL

Leave the trigger options blank and click "Continue."
In the Test section, paste the Callback URL Zapier generated earlier.

Step 8: Set Up Webhook in Simply-B2B

Go back to your Simply-B2B and continue with the webhook setup.
Click on "Create Webhook" and choose the event you want to trigger your webhook. Here are some options:

LinkedIn webhooks:

• 1. 📩 When a contact is invited to connect: This event triggers when you send a connection invitation to a lead.
  2. ✅ When a contact accepts connection: This event occurs when a lead accepts your connection request.
  3. 📬 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.
  4. ✉️ When a message is sent on LinkedIn: This event triggers when a message is sent to contact on LinkedIn.
     
  5. 📥 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.
• 🚀 Sent all connection requests: This event is triggered when you have sent connection requests to all the leads you intended to.

• Email webhooks:

  1. 📧 When an email is sent, this event triggers.
  2. 🔗 When an email link is clicked: This event triggers when someone clicks on the link from your email.
  3. 📬When an email is opened: This event triggers once your lead opens the email.
  4. 🚫 When someone unsubscribes: This event triggers when someone unsubscribes.
  📪 Bounced email: This event triggers when an email address bounces

Campaign Webhooks:

1. 🏁 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.
2. 🏆 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.
3. 🛑 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.
4. ⚠️ When there are less than [%] of all leads in a campaign: This event occurs when the number of remaining leads in a campaign falls below a specified percentage of the total leads in that campaign. This could be a signal to take action or make adjustments to your campaign strategy.

Label Webhook:

• 🏷️ When chat label is added trigger activates when a label is applied to a chat conversation.

Paste the Callback URL from Zapier into the field and test your trigger.
Choose whether you want webhooks to send data globally or for specific active campaigns.

Step 9: Finish Zapier Setup

After setting up the webhook in your Simply-B2B, go back to Zapier to complete the setup.

Step 10: Test Your Zap

Zapier will show you the records it found during the test. Click "Continue with the selected record."

Step 11: Configure Google Sheets

In the Google Sheets section, select Google Sheets under App & Event and choose "Create a Spreadsheet Row." Click "Continue."

Step 12: Choose Google Account

Select the Google Account you want to use and hit Continue.

Step 13: Populate Fields

Fill in all the required fields, such as Google Drive, Spreadsheet, Worksheet, and other custom fields from your CRM or spreadsheet. Your file should have titles for each column you want Zapier to populate. You can use these titles provided by the Simply-B2B:

(uniqueLeadId, fullName, firstName, lastName, profileUrl, picture, occupation, currentCompany, yearsInCompany, totalCareerPositionCount, totalYearsInCareer, collegeName, email, businessEmail, phone, country, website, twitter, isConnectionAcceptedDetected, _status, leadTags, lastStepExecution, campaignName, leadConversation).

Step 14: Test Your Zap

Test your Zap to make sure everything is working perfectly.

Step 15: Publish Your Zap

Once your test is successful, hit "Publish" and you’re all set! 🎉

Note:

Webhook options might require a Zapier Premium account, so they may not be available on free accounts.

We hope you found this tutorial helpful! 👏

Enjoy your Simply-B2B experience, and happy automating! 🚀😊