Webhooks Explained

With a webhook integration, you can send information to other applications based on specific actions that occur in Lead Docket.

What is a webhook?

• A webhook is a way for an app (such as Lead Docket) to provide other applications with certain information in "real-time"
  • These applications may include:
    • Google Calendar, Gmail, Google Sheets
    • Slack
    • Twitter, Facebook, Instagram, LinkedIn
    • Email Campaign Services
    • Some Case Management Systems 
    • plus MANY more

Here's a list of things that can trigger a webhook:

• Adding a contact
• Editing a contact
• Creating a Lead
• Editing a Lead
• Changing the Status on a Lead
• Adding a Note to a Lead
• When a new Opportunity is created
• When a Tag is added to a Contact
• When a Tag is removed from a Contact
• When a Text is Received

Some examples of uses for webhooks:

• Adding Lead Details to a spreadsheet in Google Sheets automatically when a lead is created
• Adding Lead Details to a Case Management System (like Clio, Practice Panther, etc...) automatically when a lead status is changed to "Signed Up"
• Receive Slack message when a text is received from a lead
• Sending an email when a lead has been edited
• Etc...