Overview
To set up a webhook so you can send leads from Zapier to serviceminder, first create an API key (Control Panel > API Keys). Be sure to set how you want to handle duplicates. You can set a default channel/campaign for the API key but we also support accepting channel and campaign information in the webhook payload.
This integration also supports lead distribution so if you're capturing data for all organizations in your brand, you can still use the Zapier integration to send the leads to the correct locations.
Zapier Webhooks is a premium feature so you will need to have a paid Zapier account that includes webhooks to use this integration.
About Webhooks
This page has more detailed information on Zapier's webhooks capabilites.
https://zapier.com/help/create/code-webhooks/send-webhooks-in-zaps
At a high level, serviceminder.io supports HTTP POST operations in JSON format.
Setup
Log in to Zapier and choose to add a new Zap. Then follow these steps to create your zap to catch the data from the other application and send it to serviceminder.io. For our example, we're going to show how to do this with a Facebook Lead Capture Ad.
1. Choose Trigger
Choose where the lead is coming from. For example, you might choose to trigger for a new Facebook lead. You'll need to connect Zapier to your Facebook account, choose the correct page and select which form.
2. Choose Action
Search for "Webhooks by Zapier" and select that option.
3. Choose POST as the Type
4. Set Up your Action
Put in the URL for the webhook, making sure your API key is on the end. Set the Payload Type to json. Then add all of the fields. We do support Custom Fields in this integration. The first input is the name of the field in serviceminder.io. Refer to the previous page for the names of the fields. The right hand side is where you pick what fields from your form to map.
5. Test, then Save
Confirm that your screen matches these settings (except for any specific fields you're mapping) and select Test and Continue. You should get the test lead data into your serviceminder.io account pretty quickly. Then name and save this Zap. That's all there is to it.
