Setting up and using webhooks in CompLeadly

Setting up and using webhooks in CompLeadly

Webhooks allow you to automatically send data from CompLeadly to other tools – for example, to your CRM system or automation tools like Make. This way, you can connect processes and reduce manual work.

What is a webhook?

A webhook is an automated data transfer that is triggered by a specific event. As soon as this event occurs, CompLeadly sends relevant information to a URL defined by you.

Typical use cases:

• Automatically transfer contacts to the CRM
• Track activities (e.g. connection requests)
• Connect workflows between tools

Create a webhook in CompLeadly

How to create a webhook:

1. Go to Settings
2. Open the Webhooks tab
3. Click on Create webhook

Then you need to provide the following information:

• Name: Freely selectable for better overview
• Webhook URL: Generated in your target system (e.g. CRM)
•  Event: Defines when the webhook is triggered

Create webhook URL in the CRM

You receive the webhook URL from the tool you want to send the data to (e.g. CRM system).

Example process:

• Create a workflow or event in your CRM
• Add a webhook there
• Generate the URL
• Copy this URL into CompLeadly

This process is similar in most tools, even if the naming may differ.

Select event

The webhook is triggered by a specific event.

Currently available:

• After sending a connection request

Additional events can be added, e.g.:

• New contacts in the network
• New messages in Smart Chat

If you need additional events, you can contact support at any time.

Test webhook

After setting it up, you can test the webhook directly:

1. Click on Test webhook
2. Check whether the test was successful
3. Verify in the target system (e.g. CRM) whether the data has arrived

What data is transmitted?

When a webhook is triggered, various information is transmitted, including:

• User ID
• Event type (e.g. “Connection Request Sent”)
• Timestamp
• Workflow ID and search list
• Name of the contact
• Email address (if available)
• Company
• Additional metadata

You can further process this data in the target system, e.g. for automations or CRM entries.

Further processing in the target system

In the CRM or automation tool, you can define:

• Which data is mapped to which fields
• Which actions are triggered after the webhook is received

Examples:

• Create or update a contact
• Start follow-up processes
• Assign data to lists or pipelines

The exact setup depends on the respective system.

Notes on configuration

• Advanced webhook settings are usually only relevant for technical users
• For most use cases, the default configuration is sufficient
• The logic of further processing is defined in the target system

Conclusion

With webhooks, you can seamlessly connect CompLeadly with other tools and automate processes. Once set up, data is reliably transmitted based on defined events and can be processed directly

If you need support with setup or implementation, simply use the support within CompLeadly.