How to Set Up a Webhook with Property Leads

Setting up a webhook allows you to automatically send leads from Property Leads to your CRM using Zapier or another webhook-supported platform. Below is a simple guide to get it set up.

Step 1: Get Your Webhook URL from Zapier (or Your CRM)

• 1️⃣ Log into Zapier (or your CRM, if it provides a webhook).
• 2️⃣ Click “Create Zap” and select Trigger.
• 3️⃣ Search for “Webhooks by Zapier” (Premium) and select it.
• 4️⃣ Choose “Catch Hook” as the event. ⚠️ Do not select “Catch Raw Hook” or the data may appear jumbled.
• 5️⃣ Click Continue and then Skip the next step.
• 6️⃣ Copy the webhook URL Zapier provides.

Step 2: Add Your Webhook to Property Leads

• 1️⃣ In Property Leads, navigate to “My Territories.”
• 2️⃣ Click “Update Delivery Methods.”
• 3️⃣ Paste your webhook URL into the Webhook field.
• 4️⃣ Click “Send Test Lead” to verify the connection.

Step 3: Confirm the Webhook in Zapier

• 1️⃣ Return to Zapier and click “Test Trigger.”
• 2️⃣ If the test lead appears, you're all set!
• 3️⃣ If not, click “Find New Records” in Zapier and send another test lead from Property Leads.

Step 4: Connect Your CRM to Zapier

• 1️⃣ Click “Continue with Selected Record.”
• 2️⃣ Choose your CRM from Zapier (e.g., GoHighLevel/LeadConnector).
• 3️⃣ Select an event such as Create Contact or Create Opportunity, depending on your CRM’s options.
• 4️⃣ Connect your CRM to Zapier. You may need to log in.
• 5️⃣ Map the test lead fields from Property Leads to the corresponding fields in your CRM.
• 6️⃣ Click “Test Step” to send a sample lead to your CRM.
• 7️⃣ If everything looks correct, click “Publish Zap.”

Available Webhook Fields

When a lead is sent through the webhook, Property Leads may include the following fields. These can be mapped to the corresponding contact, opportunity, or custom fields inside your CRM.

Removing a Webhook from Property Leads

• To stop sending leads to a webhook, simply delete the webhook URL in Property Leads, click Save, and the integration will be removed.

Let us know if you need any help!