How to Connect Webhooks with Copper Create Lead
The integration will allow you to get data from Webhooks and transfer them to Copper to create leads. This will allow you to efficiently automate your workflows and save a lot of time by eliminating the need to manually add or remove each lead.
Let's go through the entire Webhooks with Copper Create Lead setup steps together!
Navigation:
1. What will integration Webhooks with Copper do?
2. How to connect your Webhooks account?
3. How to connect your Copper account to?
4. How to setup data transfer to Copper in the selected action?
5. An example of the data that will be sent to your Copper.
6. Auto-update.
To start setup click "Create Connection".
Select a system as the Data Source. In this case, you must specify Webhooks.
Next, you need to specify the system to which the data from the Webhooks will be transmitted. In this case, you must specify Copper Create Lead.
The next step is to select the Webhooks account from which SaveMyLeads will get the data.
If there are no account connected to the system, click "Connect account".
If desired, you can change its name or simply click "Continue".
When the connected account is displayed in the "active accounts" list, select it.
Next, you need to copy the "URL for receiving data", click "Continue" and go to your account, that supports data transfer via Webhooks.
For the example work in this help, we will copy this link and go to the Kajabi account, setup an publication for transferring data via Webhooks.
You can do the same on any other system that supports Webhooks.
Go to the "Sales" - "Offers" tab, then select the publication from which you want to Data Destination.
Click on three dots and select "Webhooks".
In the "Purchase Webhook URL" field, paste the link you copied earlier from the SaveMyLeads system. After that, click "Send Test" to create a test event in the Kajabi system.
If you don't see the "Send test" button, click "Save" and go to the "Webhooks" section again.
The next step is to select the Copper account to which the data will be sent.
If there are no accounts connected to the SaveMyLeads system, click "Connect account".
Enter your E-mail and API Key for your Copper account.
Way to API key: "Settings" - "Integrations" tab, copy your API Key and paste it into the appropriate field in the SaveMyLeads account.
When the connected account is displayed in the "active accounts" list, select it.
Attention! If your account is in the "inactive accounts" list, check your access to this account!
Now you need to assign variables to the required fields to send data to Copper.
Select the required Webhooks data, click on the parameter and it will be assigned to the selected Copper field.
In this section, the fields will be assigned according to the template. You can completely change it or leave it as is.
Click "Continue" when you're done with assigning fields.
Please note that you can use not only Webhooks variables, but also manually entered data.
Now
see the test data that will be send to Copper.
Click "Send test data to Copper" and go to the Copper cabinet in the appropriate group to test the connection.
If something does not suit you - click "Back" and go back one step.
If everything suits you, click "Finish setup" to continue the setup.
On the main screen, click on the gear icon to select name of the connection and select a group for it, if necessary.
When the slider is in the position as shown in the picture - auto-update works. If you want to disable communication, click this slider.
This completes the integration setup between Webhooks with Copper! See how easy it is!?
Now you don't have to worry, SaveMyLeads will do everything on its own!