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How to Connect Webhooks with Crove

How to Connect Webhooks with Crove

How to Connect Webhooks with Crove

The integration will allow you to get data from the Webhooks system and pass it to Crove to create documents based on templates. This will ensure efficient data processing, significantly save time and reduce the likelihood of errors.

Let's go through the entire Webhooks with Crove setup steps together!

Navigation:
1. What will integration Webhooks with Crove do?
2. How to connect Webhooks account?
3. How to connect Crove account?
4. How to setup data transfer from Webhooks to Crove?
5. An example of the data that will be sent to your Crove.
6. Auto-update.

Answers to frequently asked questions:
1. How to send created documents to email.


To start setup new connection, click "Create connection".

How to Connect Webhooks with Crove | Create connection

Select a system as the Data Source. In this case, you must specify the Webhooks.

How to Connect Webhooks with Crove | Data Source system selection

Next, you need to specify the system to which the data from the Webhooks will be transferred. In this case, you must specify Crove.

How to Connect Webhooks with Crove | Data Destination system selection

The next step is to select Webhooks account from which SaveMyLeads get data.

If there are no accounts connected to the system, click "Connect account".

If desired, you can change its name or simply click "Continue".

How to Connect Webhooks with Crove | Data Source account connection
How to Connect Webhooks with Crove | Data Source account connection

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!

How to Connect Webhooks with Crove | Data Source account selection

Next, you need to copy the "URL for receiving data", click "Continue" and go to your account, that supports data transfer via Webhooks.

How to Connect Webhooks with Crove | Data Source account connection

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.

How to Connect Webhooks with Crove | Data Source account connection

Click on three dots and select "Webhooks".

How to Connect Webhooks with Crove | Data Source account connection

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.  

How to Connect Webhooks with Crove | Data Source account connection

The next step is to select the Crove account to which will be sent the lead data.

If there are no accounts connected to the system, click "Connect account".

How to Connect Webhooks with Crove | Data Destination account connection

Enter your URL for sending data from your account Crove.

How to Connect Webhooks with Crove | Data Destination account connection

Go to your Crove account, go to the Templates tab, then select the template you want to base your documents on.
Click on the "Integrations" - "Data Source" - "Incoming Webhook" - "Add New". Provide a name for reference and copy the link from the "Webhook URL" field.
After you have copied the link, paste it into the appropriate field in the SaveMyLeads system.

How to Connect Webhooks with Crove | Data Destination account connection
How to Connect Webhooks with Crove | Data Destination account connection
How to Connect Webhooks with Crove | Data Destination account connection
How to Connect Webhooks with Crove | Data Destination account connection

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!

How to Connect Webhooks with Crove | Data Destination account selection

Now you need to assign variables to the required fields to send data to Crove.

In this section, the fields will be assigned according to the template. You can completely change it or leave it as is. To add a variable, click on the field and select the desired variable from the dropdown list. Note that you can use not only data source variables, but also manually entered data.

Click "Continue" when you're done with assigning fields.

How to Connect Webhooks with Crove | Assigning fields
How to Connect Webhooks with Crove | Assigning fields

You can see which fields are available for assignment in the selected Crove template when setting up the Webhook:

How to Connect Webhooks with Crove | Assigning fields

After you assign the fields, click "Send test data to Crove" and check if the variables to assign appear in the Crove settings.
Substitute the variables from SaveMyLeads into the template fields and click "Update". Activate the Webhook leaving the slider in the blue position:

How to Connect Webhooks with Crove | Assigning fields
How to Connect Webhooks with Crove | Assigning fields
How to Connect Webhooks with Crove | Assigning fields

Now you can see Test data.

In order to check how the connection works, click "Send test data to Crove" again and check if the document was created according to the template with this data in the Crove system.

If something does not suit you, click "Back" and go back one step.

In order for data from Webhooks to be transferred multi-venously to Crove, click "Finish setup".

How to Connect Webhooks with Crove | Test data

On the main screen, click on the gear icon to select name of the connection and select a group for it, if necessary.

How to Connect Webhooks with Crove | Name and group connection

When the slider is in the position as shown in the picture - auto-update works. If you want to disable communication, click this slider.

How to Connect Webhooks with Crove | Enable auto-update

Once documents are created in Crove using a template, they can also be sent to clients, such as Gmail.

To do this, create another connection in which select Webhook Data Source and select the Gmail Data Destination.
On the main page, click "Create Connection" and select the Webhooks system data source.

How to Connect Webhooks with Gmail | Data Source system selection

Next, you need to specify the system to which the data from the Webhooks will be transferred. In this case, you must specify Gmail.

How to Connect Webhooks with Gmail | Data Destination system selection

The next step is to select Webhooks account from which SaveMyLead will get the data.

Click "Connect account".

If desired, you can change its name or simply click "Continue".

How to Connect Webhooks with Gmail | Data Source account connection
How to Connect Webhooks with Gmail | Data Source account connection

When the connected account is displayed in the "active accounts" list, select it.

How to Connect Webhooks with Gmail | Data Source account selection

Next, you need to copy the "URL for receiving data", click "Continue" and log into your Crove account to set up sending data via Webhooks.

How to Connect Webhooks with Gmail | Data Source account connection

Go to the "Templates" tab, then select the template from which you want to get data. Click on the "Integrations" - "Delivery" - "Outgoing Webhook" - "Add New":

How to Connect Webhooks with Gmail | Data Source account connection
How to Connect Webhooks with Gmail | Data Source account connection
How to Connect Webhooks with Gmail | Data Source account connection

Fill in the fields:

  1. Name - enter a name for reference.
  2. Webhook URL - paste the link you copied earlier from the SaveMyLeads system.
  3. Event - select an event at which data will be sent to the Webhook link.

Click "Save" to save the settings.

How to Connect Webhooks with Gmail | Data Source account connection

The next step is to select a Gmail account to which data will be sent.

If there are no accounts connected to the system, click "Connect account".

How to Connect Webhooks with Gmail | Data Destination account connection

Enter your Gmail account login and password and give SaveMyLeads permission to work with this account.

How to Connect Webhooks with Gmail | Data Destination account connection
How to Connect Webhooks with Gmail | Data Destination account connection

When the connected account is displayed in the "active accounts" list, select it.

How to Connect Webhooks with Gmail | Data Destination account selection

Now you need to assign variables to the required fields to send data to Gmail.

Select the required Webhooks data, click on the parameter and it will be assigned to the selected Gmail field.

How to Connect Webhooks with Gmail | Assigning fields

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 Webhook variables, but also manually entered data, for example, you can write a profitable offer for customers in the body of the email. Also, all these data can be combined with each other. Just add the text you need in the required field or insert another parameter.

How to Connect Webhooks with Gmail | Assigning fields
How to Connect Webhooks with Gmail | Assigning fields

Now you can see Test data.

Click "Send test data to Gmail" and check your Gmail sent emails folder.

If something does not suit you, click "Back" and go back one step.

In order for data from Webhooks  to be transferred multi-venously to Gmail, click "Finish setup".

How to Connect Webhooks with Gmail | Test data

On the main screen, click on the gear icon to select name of the connection and select a group for it, if necessary.

How to Connect Webhooks with Gmail | Name and group connection

When the sliders are in the position as shown in the picture, auto-update works. If you want to disable the link, click this slider.

How to Connect Webhooks with Gmail | Enable auto-update

This completes the integration setup between Webhooks and Crove! See how easy it is!?

Now you don't have to worry, SaveMyLeads will do everything on its own!