Instructions on how to configure Webhook Delivery Methods
Webhook Delivery Method ConfigurationWebhook delivery methods allow you to send leads via JSON, XML, and HTTP requests.
Webhook URL Endpoint TabIn the Webhook URL Endpoint tab, you will set where the leads are posting to and what type of content is being sent in the delivery.
Webhook Authentication TabUse Basic, Digest, Bearer Token, and OAuth 2.0 authentication types in the Webhook Authentication Tab.
Webhook Field MappingsWebhook field mappings allow you to configure the field names the receiving system expects to the fields set on your lead type.
Webhook Request Body TabJSON and XML schema configuration in the Webhook Request Body Tab
Webhook Response Settings TabWebhook Response Settings tell LeadExec what to look for when searching the client’s response for an accepted lead.
Webhook Retry Settings TabUse the Webhook Retry Settings to tell the system to retry delivery for failed delivery attempts.
Webhook Portal Permissions TabClient Portal user webhook settings for IVR calls, File Attachments, and Analytic Data.
Webhook Delivery Schedule TabThis tab allows you to create a specific schedule of when the client will be considered for lead delivery.
Webhook Notifications TabUse the Webhook Notifications Tab to create notifications for you or another team member for failed deliveries to the client.