Docs · Leads & Prospecting

How do I send the leads I ordered to my own system?

Change Delivery is where you choose where ordered leads go: into this account, or to your own system by webhook. You can set one default and send a single order somewhere else.

Who this is for

Anyone who orders leads here and wants them pushed into another system as they arrive. You change it for your own orders.

Steps

  1. Open Change Delivery.
  2. Under "Default destination", press "Edit" and paste your system's webhook URL.
  3. Press "Test this URL", then "Confirm change". The pill changes from "Delivered into this account" to "Your own system, by webhook".
  4. Press "Send test lead" and check it arrived in your system.
  5. To send one order to a different place, find it under "Your orders" and press "Send this one somewhere else".

There is no on/off switch. Leads go to the URL while one is set; clear the URL and they are delivered into this account again.

How to check it worked

  • "Send test lead" should put one clearly marked test lead in your system within a few seconds.

Related

Where do I put a webhook so leads come in on their own?Every lead source here has its own address.My lead order or delivery is on hold. How do I take it off hold?You can't restart it yourself, and neither can the assistant.

Where this lives in the app

Open this screenOpens in the app

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