Introduction
A webhook is a way of sending real-time data from one system to another when a specific event occurs. It works by triggering an HTTP request to a predefined URL whenever the event happens.
For example, when a form is submitted on your website, a webhook can send the form data (e.g., name, email, phone number) directly to another application, such as LeadExec. This eliminates the need for manual data transfers or frequent polling for updates.
Steps to Set Up Gravity Forms Webhooks Integration
The Gravity Forms Webhooks Add-On allows you to make remote HTTP requests to external services or APIs once a form is submitted. Follow the steps below to integrate Gravity Forms Webhook Add-On with LeadExec.
Step 1: Install the Gravity Forms Webhooks Add-On
Login to your WordPress account.
Navigate to the Dashboard section.
Hover over the Forms section and click on Add-Ons – This will display a list of all available add-ons.
Search for the Webhooks Add-On and click Install – WordPress will handle the download and installation process.
Activate the Add-On by clicking Activate Plugin.
Step 2: Configure Webhook Settings
Open the settings of the Webhooks Add-On you installed in the previous step.
Click on the Webhooks tab and fill out the following fields:
Name: Enter a name for the feed you want to create.
Request URL: This can be found in your posting instructions. For LeadExec, use our newest lead receiver is: https://leads.leadexec.net/processor/insert/general
Request Method: Use Form.
Request Body: Select fields, then map the fields from LeadExec to match the ones on your form.
Click Update Settings to finish the configuration.
Conclusion
By following these steps, you can effectively integrate Gravity Forms with LeadExec using the Webhook Add-On. This setup will ensure that your leads are posted in real time, providing immediate access to the data you need for efficient lead management.
What’s Next?
After setting up your integration, it’s important to ensure your leads meet compliance standards and are properly certified. Here are the next steps to take:
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