Using Postback URLs

Adding Postback URLs to a Form

Adding a postback URL to Lead Gen & CRM enables you to send form submission data from a form to a third-party service, such as Zapier.

To add a postback URL or webhook to a form in Lead Gen & CRM, create or edit a form:

1. Click the Settings tab.
   
   
   
   
2. Scroll down to click the Lead Status drop-down and select the desired lead status. 
3. Enter the URL that the form submission data will be posted to in the Postback URL text box.
   
   
   
   
4. Scroll back up to the top of the page and click Save Changes.
   
   
   
   

Posting Lead Information in Visual Automations

In Lead Gen & CRM, you can post lead information as an action in an automation. Certain CRMs, Lead Gen & CRM included, support webhooks or postback URLs to bring contact information into the system or to update existing contacts. This can be useful to update a lead elsewhere when the lead meets the trigger conditions for an automation in Lead Gen & CRM.

To add lead information to automation in Lead Gen & CRM, create or edit a visual action group:

1. Click +Add > Action under Start or an applicable automation item.
   
   

    

2. Click post back lead info in the modal window that appears, under Notifications.
   
   

    

3. Enter the postback URL in the to this URL field and then click OK.
   
   

    

4. Click the Active/Inactive toggle to set as Active.
   
   

Posting Account Information in Visual Automations 

In Lead Gen & CRM, you can post account information as an action in an automation. Certain CRMs, Lead Gen & CRM included, support webhooks or postback URLs to bring account information into the system or to update existing accounts. This can be useful to update an account elsewhere when the accounts meets the trigger conditions for an automation in Lead Gen & CRM.

To add account information to automation in Lead Gen & CRM, create or edit a visual action group:

1. Build your automation, setting the trigger parameters to be met. Click the plus sign to add a trigger.
   
   
   
   
2. Select the Account category. 
3. In this example, we'll select has the field.
   
   
   
   
4. Select the field and click OK.
   
   
   
   
5. Once you have your triggers, click the + plus sign to add an action.
   
   
   
   
6. Select the Account category. 
7. Choose account post back under Account Actions.
   
   
   
   
8. Enter the postback URL. 
9. Click OK.
   
   
   
   

Once you've set all of your triggers and actions, make the workflow Active. 

Postback Code Example

The following is an example of postback data:
 

--06d2248b6b8bb9e853feac214bfb847c39612cb7b4cf3c691c2cee97710a
Content-Disposition: form-data; name="field_2075573251"
username@emailaddress.com

--06d2248b6b8bb9e853feac214bfb847c39612cb7b4cf3c691c2cee97710a
Content-Disposition: form-data; name="agentreferrer__sb"
https://pages.services/websitename.com/webpage/?ts=1563200133467

--06d2248b6b8bb9e853feac214bfb847c39612cb7b4cf3c691c2cee97710a
Content-Disposition: form-data; name="rf__sb"
https://pages.services/websitename.com/webpage/?ts=1563200133467

--06d2248b6b8bb9e853feac214bfb847c39612cb7b4cf3c691c2cee97710a
Content-Disposition: form-data; name="emailAddress"
username@emailaddress.com

--06d2248b6b8bb9e853feac214bfb847c39612cb7b4cf3c691c2cee97710a
Content-Disposition: form-data; name="field_2075571203"
Namefromfield

--06d2248b6b8bb9e853feac214bfb847c39612cb7b4cf3c691c2cee97710a
Content-Disposition: form-data; name="field_2075572227"
Othernamefromfield

--06d2248b6b8bb9e853feac214bfb847c39612cb7b4cf3c691c2cee97710a
Content-Disposition: form-data; name="trackingid__sb"
201906_5cf687eba9d2da0729724496

--06d2248b6b8bb9e853feac214bfb847c39612cb7b4cf3c691c2cee97710a
Content-Disposition: form-data; name="companyprofileid__sb"
MzawMDG1NDQzAgA

--06d2248b6b8bb9e853feac214bfb847c39612cb7b4cf3c691c2cee97710a
Content-Disposition: form-data; name="g-recaptcha-response"

--06d2248b6b8bb9e853feac214bfb847c39612cb7b4cf3c691c2cee97710a
Content-Disposition: form-data; name="leadID"
646138185731

--06d2248b6b8bb9e853feac214bfb847c39612cb7b4cf3c691c2cee97710a
Content-Disposition: form-data; name="lastName"
Userlastname

--06d2248b6b8bb9e853feac214bfb847c39612cb7b4cf3c691c2cee97710a
Content-Disposition: form-data; name="accountid__sb"
KOI-3W75UWX76Q

--06d2248b6b8bb9e853feac214bfb847c39612cb7b4cf3c691c2cee97710a
Content-Disposition: form-data; name="firstName"
Userfirstname

--06d2248b6b8bb9e853feac214bfb847c39612cb7b4cf3c691c2cee97710a
Content-Disposition: form-data; name="formid__sb"
14fba788-667e-47d0-8f7a-1fda4949fefe

--06d2248b6b8bb9e853feac214bfb847c39612cb7b4cf3c691c2cee97710a
Content-Disposition: form-data; name="css_url"
/includes/css/formlp_light.css

--06d2248b6b8bb9e853feac214bfb847c39612cb7b4cf3c691c2cee97710a
Content-Disposition: form-data; name="submit__sb"

--06d2248b6b8bb9e853feac214bfb847c39612cb7b4cf3c691c2cee97710a--

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