🔗Push Leads to ABC

There are three ways to push leads to ABC

1. Form Workflow - When a contact fills the form, you can have a workflow for “Webhook Call” within the form to push to ABC. This is set under Workflows > Webhook Call.

2. Form Redirect - You can have a form redirect to the below URL with the parameters to submit to ABC.

3. Flows, via Webhook - You can add a step to “Send to Webhook” to push to ABC.

The URL and parameters to be passed remain the same in each of the above ways. For Form Workflow & Form Redirect, ensure your form has the core attributes as mentioned at the bottom of this page.

If the lead already exists (based on the email) it will update the records in ABC instead of creating a new one.

Flow, via Webhook

First, navigate to your flow list under Flows and click on the three little dots to edit your flow. The following steps will be the same if your are creating a new flow.

Click the + to add an Action, and select 'Other.'

Select 'Submit to Webhook' and enter the following information.

Webhook URL: https://api.gleantap.com/v1/Abcfinancial/addNewOrUpdateLead/app_id/club_id

app_id is your workroom ID that shows up in the URL when you are on your dashboard. It looks something like 65788024711cb93776586fb2 (eg.)

Method:

GET

Data Attributes to Pass (Payload):

• first_name

• last_name

• email

• phone, optional

• mobile, optional

• address

• zip_code

• gender

• birth_date