How to Set Up Webhooks & Zapier for Lead Integrations in REI Pulse

Creating Webhooks for Lead Imports & Integrating Trough Zapier

Key Steps

Step 1: Access Automations 0:30

• Navigate to the Automations section in your CRM.

• Click on Create Workflow and start from scratch.

• Name your workflow (e.g., hook_property_leads).

Step 2: Create a Webhook Trigger 0:56

• Add a new trigger by typing in webhook.

• Select Inbound Webhook to generate the webhook link.

Step 3: Configure the Webhook in Your Provider 1:12

• Copy the generated webhook link.

• Go to your lead generation platform (e.g., PropertyRadar, PropStream).

• Paste the webhook link into the appropriate field in their portal.

Step 4: Test the Webhook 1:29

• Send a sample request from your lead generation platform.

• Return to your CRM and click on Fetch Sample Requests to retrieve the payload.

Step 5: Map the Fields 1:51

• Update the opportunity in your CRM.

• Map the fields from the payload to your CRM fields (e.g., opportunity name, property address, beds, baths, etc.).

Cautionary Notes

• Ensure that the webhook link is correctly pasted in your lead generation platform to avoid data loss.

• Always test the webhook with a sample request before finalizing the setup.