How to Connect Webhooks with KeepinCRM Create/update Client/Lead
The integration will allow you to get data from Webhooks and transfer them to KeepinCRM to create/update client/lead. This will allow you to efficiently automate your workflows and save a lot of time.
Let's go through the entire Webhooks with KeepinCRM Create/update Client/Lead setup steps together!
Navigation:
1. What will integration Webhooks with KeepinCRM do?
2. How to connect Webhooks account?
3. How to connect KeepinCRM account?
4. How to setup data transfer from Webhooks to KeepinCRM?
5. An example of the data that will be sent to your KeepinCRM.
6. Auto-update.
To start setup new connection, click "Create connection".
Select a system as the Data Source. In this case, you must specify the Webhooks.
Next, you need to specify the system to which the data from the Webhooks will be transferred. In this case, you must specify KeepinCRM Create/update CLIENT/LEAD.
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".
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!
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 KeepinCRM account to which data will be sent.
If there are no accounts connected to the system, click "Connect account".
Enter the API Key to connect to your KeepinCRM personal account.
Go to your account settings in the Company profile - API section, copy your API key and paste it into the appropriate field in your 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 KeepinCRM.
Select the required Webhooks data, click on the parameter and it will be assigned to the selected KeepinCRM 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. Also, all these data can be combined with each other.
Now you can see Test data.
Click "Send test data to KeepinCRM" and check your KeepinCRM account.
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 KeepinCRM, click "Finish 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 and KeepinCRM Create/update Client/Lead! See how easy it is!?
Now you don't have to worry, SaveMyLeads will do everything on its own!