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Integration Setup

Connect Website Lead to 365 RND CRM

Embed a lead form on your website and sync enquiries automatically.

Source Key: website_leadWebhook Ready

How To Connect

1

Point your website form action or JavaScript submit handler to the CRM webhook URL.

2

Send JSON with at least `name` and `phone`; include message, email, and company details whenever possible.

3

Protect the endpoint with the shared integration secret so only your website can submit leads.

4

Use `assigned_to` if you want specific forms or landing pages to route to a particular sales owner.

What CRM Does After Capture

Website enquiries appear as normal CRM leads instead of staying in email inboxes.
Marketing landing pages and the sales team stay on the same pipeline.
You can later segment by the `website_lead` source in reports and dashboards.

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/website_lead" \
  -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.

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