18. POST leads to a URL to add them as Salesmate Contacts Follow

At times Lead providers need a URL to post leads to a CRM. Salesmate recommends using Zapier to integrate and help push leads to itself. With Webhooks by Zapier it is possible to POST leads data (JSON) to a URL and thereafter add them as Salesmate Contacts.

If the Lead Providers directly call an API and POST data they can use our Add a Contact API

Here's how you can set it up using Zapier. 

You will need the following working accounts to configure this integration:

1. Zapier (Paid account as Webhooks by Zapier is a PREMIUM app)

2. Salesmate

• Edit the Event and select "Catch Hook" & click "Continue"

• Copy the unique "Webhook URL" generated for your account and share it with your lead provider
• Example: https://hooks.zapier.com/hooks/catch/1132278/bn9azo9/
• Your lead provider can POST their requests of this URL. 

 

Step 2: Salesmate: Search or Create Contact

Search or create a Contact in Salesmate, if contact does not exist.

• Edit the Event and select "Search or Create Contact" action
• Click on Continue

• Choose or Connect a new Salesmate Account 
• Click on Continue

• Set up the action by:
  • Select Field Name as "Email"
  • Map value (Map this with the Email field received from Step 1)
    
  • Should this step be considered a "success" when nothing is found?: Yes

  • ☑ Create Salesmate Search Contact if it doesn’t exist yet?

  • Map all the fields that you need to push to Salesmate to create the Lead in Salesmate
  • Make sure to map the required fields 
  • Select the "Owner" field as your Salesmate Admin or any other user you would like to assign these leads to. 
  • Select "Type" as "Lead" 
  • In the Tag field mention a tag that identifies the lead source.
  • Example: Realtor.com
  • Click Continue
  • Test this action 
  • Upon success - Publish your Zap.
  • Moving forward this will create a contact of type "Lead" with the owner you have selected and tag as the one mentioned under tags by you. 
  • You can create a custom view in Salesmate with the filter on "Type" equals to "Lead" and "Tags" equals to "Realtor.com"