How to Connect Webhooks with Salesforce CRM Create Lead

The integration will allow you to get data from Webhooks and transfer them to Salesforce CRM to create leads. So you can automate the data processing process as efficiently as possible using the different services that you use.

Navigation:

1. What will integration Webhooks with Salesforce CRM do?
2. How to connect your Webhooks account?
3. How to connect your Salesforce CRM account to?
4. How to setup data transfer to Salesforce CRM in the selected action? 
5. An example of the data that will be sent to your Salesforce CRM.
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 Salesforce CRM 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 Salesforce CRM account to which the data will be sent.

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

Enter your Username and Password for your Salesforce CRM account and give all permission for SaveMyLeads to work with this 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!

In this section, the fields will be assigned according to the template. You can completely change it or leave it as is.

Now you need to assign variables from the Data Source to the Salesforce CRM fields you need.

Note that you can pass not only variables from the source, but also combine them with system data such as date, time, month, year, and day, if necessary.  

Now  see the test data that will be send to Salesforce CRM.

Click "Send test data to Salesforce CRM" and go to the Salesforce CRM to check the result.

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 Salesforce CRM! See how easy it is!?

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