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How to Connect Webhooks with Gmail

How to Connect Webhooks with Gmail

How to Connect Webhooks with Gmail

The integration will allow you to transfer data from different systems that support transferring via Webhooks to Gmail for sending email notifications. For example, you can write to potential clients that their application has been accepted for work and they will be called back soon or send personalized profitable offers. This way you can automate the process of processing data from the Webhooks using Gmail as efficiently as possible.

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

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


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

How to Connect Webhooks with Gmail | Create connection

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

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.

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 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.

Attention! If your account is in the "inactive accounts" list, check your access to this account!

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

Click on three dots and select "Webhooks".

How to Connect Webhooks with Gmail | 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 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.

Attention! If your account is in the "inactive accounts" list, check your access to this account!

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 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 Gmail | Enable auto-update

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

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