Webhooks are a powerful feature in Agent CRM that allow you to seamlessly integrate with Zapier, enabling you to transfer lead data to a wide variety of external applications. This integration is ideal for automating workflows, syncing data, and enhancing your lead management process. Here’s how to set it up step by step.


Why Use Webhooks for Agent CRM and Zapier Integration?

  • Streamline Workflow: Automate data transfer between Agent CRM and other tools via Zapier.
  • Customizable Integration: Sync leads with tools like Google Sheets, Slack, or your email marketing software.
  • Save Time: Eliminate manual data entry by automating the process.

Step-by-Step Guide to Using Webhooks with Zapier

Step 1: Create a Zap in Zapier

  1. Log In to Zapier

    • Navigate to your Zapier dashboard and click + Create Zap.
  2. Choose Webhooks by Zapier

    • In the Trigger step, search for and select Webhooks by Zapier.
    • Choose Catch Hook as the trigger event and click Continue.
  3. Copy the Webhook URL

    • Zapier will generate a unique webhook URL. Copy this URL for use in Agent CRM.

Step 2: Set Up the Webhook in Agent CRM

  1. Navigate to Workflows

    • Log in to Agent CRM and go to Automation >> Workflows.
  2. Create a New Workflow

    • Click + Create Workflow and name it (e.g., “Webhook to Zapier”).
  3. Set the Trigger

    • Choose the event that will trigger the webhook, such as Form Submitted or Pipeline Stage Changed.
  4. Add a Webhook Action

    • Click + Add Action and select Send Webhook.
    • Paste the Zapier webhook URL you copied earlier.
  5. Map the Fields

    • Define which fields from Agent CRM (e.g., Name, Email, Phone) will be sent to Zapier.
    • Ensure the data matches the format required by your Zapier workflow.

Step 3: Test the Webhook

  1. Submit a Test Lead

    • Trigger the workflow in Agent CRM by performing the action (e.g., submitting a form).
  2. Check Zapier for Data

    • Zapier will catch the test lead data and display it in the Test Trigger section.
    • Confirm that all fields are mapped correctly.

Step 4: Complete the Zap in Zapier

  1. Choose an Action App

    • Select the app where you want the lead data to go (e.g., Google Sheets, Slack, Mailchimp).
  2. Map the Data

    • Map the webhook fields from Agent CRM to the fields in your chosen app.
  3. Test and Publish the Zap

    • Test the integration to ensure the data flows correctly.
    • Once verified, turn on the Zap to activate the workflow.

Pro Tips for Using Webhooks with Agent CRM

  • Test Frequently: Always test the webhook and integration to ensure smooth operation.
  • Use Filters in Zapier: Add filters to process only specific leads based on criteria (e.g., location or tags).
  • Monitor Workflow Logs: Regularly check logs in Agent CRM to troubleshoot any webhook errors.

For more tips on workflows, check out our blog on Create Campaign & Add Contacts to It.


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