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Integration Setup

Connect Systeme.io to 365 RND CRM

Sync leads and funnel submissions from Systeme.io automatically.

Source Key: systeme_ioWebhook Ready

How To Connect

1

Create a funnel automation or webhook action inside Systeme.io.

2

Send each funnel submission to the CRM webhook URL for `systeme_io`.

3

Use `message`, `campaign`, or `tag` to preserve funnel context for the sales team.

4

Confirm with one test signup before enabling the automation for all traffic.

What CRM Does After Capture

Funnel leads appear in the CRM immediately after submission.
Your team can act on course, offer, or campaign intent without switching tools.
Systeme.io performance can later be reported separately from other channels.

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/systeme_io" \
  -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.