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How to Connect Webhooks with KeepinCRM Create/update Client/Lead

How to Connect Webhooks with KeepinCRM Create/update Client/Lead

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".

How to Connect Webhooks with KeepinCRM Create/update Client/Lead | Create connection

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

How to Connect Webhooks with KeepinCRM Create/update Client/Lead | 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 KeepinCRM Create/update CLIENT/LEAD.

How to Connect Webhooks with KeepinCRM Create/update Client/Lead | 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 KeepinCRM Create/update Client/Lead | Data Source account connection
How to Connect Webhooks with KeepinCRM Create/update Client/Lead | 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 KeepinCRM Create/update Client/Lead | 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 KeepinCRM Create/update Client/Lead | 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 KeepinCRM Create/update Client/Lead | Data Source account connection

Click on three dots and select "Webhooks".

How to Connect Webhooks with KeepinCRM Create/update Client/Lead | 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 KeepinCRM Create/update Client/Lead | Data Source account connection

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".

How to Connect Webhooks with KeepinCRM Create/update Client/Lead | Data Destination account connection

Enter the API Key to connect to your KeepinCRM personal account.

How to Connect Webhooks with KeepinCRM Create/update Client/Lead | Data Destination account connection

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.

How to Connect Webhooks  with KeepinCRM Create/update Client/Lead | 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 KeepinCRM Create/update Client/Lead | Data Destination account selection

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.

How to Connect Webhooks with KeepinCRM Create/update Client/Lead | 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 Webhooks variables, but also manually entered data. Also, all these data can be combined with each other.

How to Connect Webhooks with KeepinCRM Create/update Client/Lead | Assigning fields
How to Connect Webhooks with KeepinCRM Create/update Client/Lead | Assigning fields

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".

How to Connect Webhooks with KeepinCRM Create/update Client/Lead | 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 KeepinCRM Create/update Client/Lead | 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 KeepinCRM Create/update Client/Lead | Enable auto-update

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!