Webhook (Contacts)

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Webhooks Overview

• **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

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What is a Contact Webhook?

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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.

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How to Create a Webhook

1. Navigate to the Contacts Menu 
2. Click on three dots (⋮) > tap “Webhooks”
3. Click the Create Webhook button to begin.
4. 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
  Example: https://demo.aivoiceagent.app/server/Customize/Webhooks/webhook.php?id=684828

4. Field Mapping
5. 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)
6. Tag/List Management (Optional)
7. Apply your desired Tags
   • Apply default Tags (e.g., “facebook_ads”, “hot_leads”).
   • Assign leads to specific Lists for targeted follow-up or automation.

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Sending Data via Webhook

Example Payload:
{
  "first_name": "John",
  "last_name": "Doe",
  "phone": "+1234567890",
  "email": "john.doe@example.com",
  "tags": ["hot_lead", "demo_requested"],
  "list_id": "real_estate_campaign"
}

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Automation Trigger

• A new contact is added
• A contact is updated with specific tags or lists

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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