Webhooks Overview
Webhooks provide a seamless way to:
- **Capture new contacts **from any external platform
- Update contact information (e.g., name, phone, email, tags)
- **Organize contacts **into lists or apply tags for segmentation
- Trigger Outbound Automations based on new contact creation
Webhooks save time and improve contact response speed by automating the contact ingestion process, eliminating the need for manual entry.
A Contact Webhook is a unique URL where you can send HTTP POST requests to add or update contact data.
How It Works
- You connect your third-party platform (e.g., CRM, form builder, ad tool) to the webhook URL.
- When a new contact is generated or updated, data is sent to the webhook.
- The system automatically adds or updates the contact record in the client account.
- Tags or lists (if configured) are applied, and outbound automations can be triggered instantly.
How to Create a Webhook
Follow these steps to create a contact webhook inside your platform:
- Navigate to the Contacts Menu
- Click on three dots (⋮) > tap “Webhooks”
- Click the Create Webhook button to begin.
- Fill in the Webhook Details
-
Webhook Name – Give a recognizable name (e.g., “Facebook Leads”)
-
Webhook URL – A unique system-generated endpoint where you’ll send data
- Field Mapping
- Map the data fields you will send to the appropriate lead fields:
- First Name
- Last Name
- Phone Number
- Email
- Any custom fields (e.g., budget, service interest)
- Tag/List Management (Optional)
- Apply your desired Tags
- Apply default Tags (e.g., “facebook_ads”, “hot_leads”).
- Assign leads to specific Lists for targeted follow-up or automation.
Sending Data via Webhook
Make a POST request from your external tool (e.g., Zapier, Make, N8N, CRM) to the provided webhook URL with your contact data.
Example Payload:
{
"first_name": "John",
"last_name": "Doe",
"phone": "+1234567890",
"email": "[email protected]",
"tags": ["hot_lead", "demo_requested"],
"list_id": "real_estate_campaign"
}
If the lead already exists (matched by phone number), it will be updated instead of duplicated.
Automation Trigger
You can set up Outbound Call Automations to trigger when:
- A new contact is added
- A contact is updated with specific tags or lists
This ensures the contact gets dialled instantly without delays.
Use Cases
- Facebook/Instagram Ads – Capture contacts from ad forms and start voice conversations instantly
- Landing Page Forms – Send contacts from your website to AI agents via webhook
- CRM → Platform Sync – Keep your CRM contacts updated and initiate outreach calls
- Auto-assign tags/lists for dynamic campaigns