How to Set Up Webhook Integration

👋 Hey, Skyleaders!

Welcome to our step-by-step guide on setting up webhooks! Today, we’ll show you how to use them to keep your data flowing seamlessly between Skylead and your favorite tools. Trust us, once you set this up, you’ll wonder how you ever lived without it! 😎

Why Use Webhooks?

💡 Before we get started, let’s quickly go over why webhooks are awesome:

• 🚀 Instant Data Delivery: Get data the moment something happens, so you’re always in the know.
• 📊 Centralized Data: Keep all your lead info organized by syncing Skylead with your CRM or spreadsheet.
• 🤖 Automation: Let webhooks do the work for you—automate data transfers and save tons of time.
• 📈 Efficiency: They make lead management a breeze and boost overall productivity!

Ready to dive in? Let’s set up a webhook using Zapier, a user-friendly choice to connect your lead data to a spreadsheet. 🔗

1. Open Your Dashboard

• Head over to the Webhooks page on your Skylead dashboard. Click the "Create new webhook" button at the top right corner.
  
  

2. Choose Your Webhook Type

• You can set up a webhook for all your campaigns (Global Webhook) or for individual ones. You can do that by choosing Global or Individual Webhooks tab below:
  
  

3. Setting Up Zapier

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

4. Input Webhook Name

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

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.
  

6. Configure Your Trigger

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

7. Paste the Callback URL

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

8. Set Up Your Webhook in Skylead

• Back in Skylead, click "Create" and choose the event you want to trigger your webhook. Here are some options:
  
  

LinkedIn webhooks:

1. 1. 📩 When a contact is invited to connectt: 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.
   6. 🚀 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.
5. 📪 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:

1. 🏷️ When a 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 or for a specific active campaign.

9. Finish Zapier Setup

• After setting up your webhook in Skylead, return to Zapier to complete the setup.

10. Test Your Zap

• Zapier will show the records it found during testing. Click "Continue with the selected record."
  

11. Configure Google Sheets

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

12. Choose Google Account

• Under Accounts, select the Google Account you want to use. Hit Continue.

13. Populate Fields

• Fill in all the required fields like Google Drive, Spreadsheet, Worksheet, and other custom fields from your CRM or spreadsheet. Make sure your columns have titles like these:
  uniqueLeadId, fullName, firstName, lastName, profileUrl, picture, occupation, currentCompany, yearsInCompany, totalCareerPositionCount, totalYearsInCareer, collegeName, email, businessEmail, phone, country, website, twitter, isConnectionAcceptedDetected, _status, leadTags, lastStepExecution, campaignName, leadConversation.
  

14. Test Your Zap

• Test your Zap to ensure everything works smoothly.

15. Publish Your Zap

• Once everything checks out, hit "Publish" and you’re all set!

Note:

Webhook options may require a Zapier Premium account, which isn’t available for free users.

For more details on integrating with different CRMs, check out our blog on Webhooks and CRMs.

👏 Congrats! You’re now all set to supercharge your Skylead experience with webhooks. 🚀