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Integration Setup

Connect Software Suggest to 365 RND CRM

Receive Software Suggest enquiries directly in your lead pipeline.

Source Key: software_suggestWebhook Ready

How To Connect

1

Connect Software Suggest lead forwarding through an automation layer or custom webhook script.

2

Post enquiry data into the CRM webhook URL for `software_suggest`.

3

Send product interest or software category details in `message`.

4

Use a test enquiry first so the lead shape is validated in the CRM.

What CRM Does After Capture

Software marketplace enquiries stop living outside the main CRM pipeline.
Source tracking remains intact for reporting and team review.
Lead payloads are preserved in integration logs for debugging.

Supported Fields

namephoneemailcompany_namemessageassigned_tofollow_up_date

The backend also normalizes common aliases like `full_name`, `mobile`, `company`, `notes`, and nested `data.*` webhook fields.

Example Payload

{
  "name": "Aman Sharma",
  "phone": "+91 98765 43210",
  "email": "aman@example.com",
  "company_name": "RND Prospect",
  "message": "Interested in a demo and pricing details.",
  "assigned_to": "clerk_user_id_or_internal_user_id"
}

Sample Request

curl -X POST "http://localhost:3072/api/integrations/webhook/software_suggest" \
  -H "Content-Type: application/json" \
  -H "x-integration-secret: <your-secret>" \
  -d '{
  "name": "Aman Sharma",
  "phone": "+91 98765 43210",
  "email": "aman@example.com",
  "company_name": "RND Prospect",
  "message": "Interested in a demo and pricing details.",
  "assigned_to": "clerk_user_id_or_internal_user_id"
}'

Need a custom mapping?

If the source sends unusual field names, we can extend the mapping layer in the backend without changing your sales workflow.