How Can I Use Webhooks in Leadsquared?

1. Feature Overview

Webhooks are user-defined HTTP callbacks, which are triggered when a specific event occurs. Webhooks offer simple and efficient server to server communication, without having to depend on long-running connections. When an Event occurs in the source site, webhooks makes an HTTP request to the URL configured. You can use webhooks to integrate your applications with LeadSquared.
Some of the common use cases where you might find Webhooks useful include posting form data to another application, posting lead data to another application and so on.

To know the best way to implement webhooks, see Webhooks Best Practices.

 

2. Prerequisites

  • You must be an admin user.
  • You must have a webhook URL you want to send data to.

 

3. Create a Webhook

  1. Navigate to  My Account>Settings>API and Webhooks>Webhooks.
  2. Fill in the webhook details. The Event (triggers the HTTP callback request) and Webhook URL (In most cases HTTP is sufficient, but HTTPS can be useful if your data is sensitive) fields are mandatory.
  3. Click Save when you’re done.
Note: Information is sent as an HTTP POST request to the URL which you specify.

Create Webhook

FieldDescription
TypeSelect ‘Webhook’ to create a regular webhook. Select ‘Lapp’ to create a new Lapp (see Lapps).
EventThe LeadSquared event you want to trigger the HTTP callback request on.
Use the checkbox to ‘Notify on failure’ for failed webhook executions. If checked, all administrator users in the LeadSquared account will be notified.
Webhook URLThe URL you want to post data to once the event occurs.
Content TypeThe format you want to post the data in. Choose from ‘application/json’ to post data in JSON format, ‘application/x-www-form-urlencoded’ for simple text/ ASCII data or ‘text/plain’ for plain text.
Execution DelayYou can set a delay (in seconds) between the time the event occurs and the data is posted.
Custom HeadersAdd a name-value pair as a custom header. You can use custom headers for authentication or security purposes. For example, you can enter a custom name-value pair and then reject all webhook calls where the header isn’t present.
DescriptionDescribe your webhook. For example, “New Lead Data”.

 

4. Enable Webhooks for Opportunities

To enable webhooks for opportunity events (e.g., opportunity create, opportunity delete, etc.) –

  1. Navigate to My Profile>Settings>Profile>Advanced Configurations.
  2. Alongside Enable Webhooks for Opportunity, slide the toggle.

To create a webhook for opportunities –

  1. Alongside Event, click the dropdown and select the relevant opportunity event.
  2. Alongside Opportunity Event, select the opportunity type and create your webhook.

LeadSquared - Configure Webhooks for Opportunities

 

5. All Webhook Events

  • Account Activity Create
  • Account Activity Update
  • Account Create
  • Account Delete
  • Account Update
  • Landing Page Submission
  • Lead Activity Creation
  • Lead Activity Update
  • Lead Creation
  • Lead Delete
  • Lead Field Value Change
  • Lead Merge
  • Lead Ownership Change
  • Lead Score Change
  • Lead Stage Change
  • Lead Update
  • Leave Create
  • Leave Delete
  • Leave Update
  • Opportunity Create
  • Opportunity Delete
  • Opportunity Field Value Change
  • Opportunity Stage/Status Change
  • Opportunity Update
  • Product Create
  • Product Delete
  • Product Update
  • Task Cancel
  • Task Complete
  • Task Create
  • Task Reminder
  • Task Update
  • User Activate/Deactivate
  • User Availability Status Change
  • User Create
  • User Update

Notes:

  • Activities are posted in bulk on the webhook. The activity data for activities happened in one minute is grouped and posted on the webhook. So you will need to check if you receive one activity ID or more than one.
  • For data posted for each activity event Activity Webhook Information.

 

6. Webhook History

You can view the webhook execution history. Hover your cursor over the Actions button and click on View History. You can see the transmission date, its status and data transmitted.

Histroy

  • You’ll see the status as Success if the URL entered returns the HTTP code 200.
  • You’ll see the status as Failure if the URL entered returns an HTTP code other than 200. We try 3 times before marking an attempt as a failure. In addition to this, you will see the status as In Queue if the data is not yet posted to the URL.

Note: You can debug a Failure status by doing a manual HTTP post with the input data to the webhook URL.

Click on Show to view the data that is transmitted. Webhook Data window opens up. Here, you can view the data sent and received.

Webhook data

 

Any Questions

Still have questions? Leave us a comment below and we’ll get back to you ASAP.

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Jovin Mathew
Jovin Mathew
10 months ago

I created a webhook URL using Zapier. On Zapier we found the request however the querystring is blank.

Sri Sudhan
Admin
Reply to  Jovin Mathew
10 months ago

Hi, Jovin. We require more details to know what’s going wrong here. Can you please contact your account manager, or write to support@leadsquared.com, and elaborate on this issue. They’ll help you on priority.