Step 1: Create Connection #
- Go to Lead Source
- Select Webhook
- Click Create Connection
- Enter connection name
- Select connection type (e.g., Zoho)
- Click Create Webhook
Step 2: Copy Webhook URL #
- Open the created connection
- Copy the Webhook URL
Step 3: Configure External Platform #
- Go to your external platform (e.g., Zoho)
- Open its Webhook / Lead Settings
- Paste the copied Webhook URL
- Save configuration
Step 4: Test Integration #
- Create a test lead in external platform
- Ensure data is sent to webhook
Step 5: Verify Data #
- Go to Installed Page
- Open Logs Section
- Check incoming request, payload, and status
- Integration is ready and capturing leads in real-time