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Trigger webhook on lead creation

In this guide we will explain how to trigger a webhook when a lead is created. To do this we need to create a Lifecycle Rule to be trigged on Lead creation and execue a "Push to webhook" action.

Create an external API​

An external API configuration describes how to call your own webhook. Follow the steps below

  1. Navigate to Admin > External APIs
  2. Click "New External API"
  3. Provide your API url and configure details like http method and authentication headers
  4. Provide a meaningful name from the top
  5. Click Save to save this API

Create a Lifecycle Rule​

  1. Navigate to Admin > Lead > Lifecycle Rules
  2. Click "Post Creation" sub tab
  3. Click the "add" button
  4. In the opened modal provide a name for the rule like "push lead to webhook" and click "Add" again
  5. You will now be in the rule builder page, the "lead create" event trigger node will already be present
  6. Click the + button below the trigger node
  7. Click the "Do" section of the newly added action node
  8. In the opened drawer, select "Push to webhook" and click "Save"
  9. The webhook configuration drawer will show up now
  10. Select PROCEDURE under "Object Type" and Lead under "procedure"
  11. Select the external api from under the External API section. Create a new one if not already creatd
  12. Click "Save" to save the above configuration
  13. Click "Save" from the top right corner to save the rule
  14. Finally, activate the rule by toggling it active from the top right part of the header