In this tutorial we will learn how we can connect the software to your CRM
and transfer the leads collected using our application to CRM or other
software. Using this process, we can send events between our software and
other software. We can send the lead collected to other software using
webhooks.
Initially you need to click on menu “API/Webhooks”
Under “API/ Webhook” use outgoing webhook option.
There you will find the section using them we can perform all the events
using the collected leads.
- Add Zapier URL, on triggering the URL we will extract data and send the related data to the leads.
- Select the option from the drop down ‘when one lead is captured from the chatbot’
