How to Integrate a Lead Vendor with Agent CRM Using Webhooks

How to Integrate a Lead Vendor with Agent CRM Using Webhooks

Learn how to connect a lead vendor or external software with Agent CRM using an inbound webhook.

In this video, we cover how to:
Create an inbound webhook workflow in Agent CRM
Copy and add the webhook URL to your lead vendor
Test the connection using ReqBin
Send sample lead data into Agent CRM
Confirm contact information is received correctly
Map fields, tags, custom fields, and pipeline stages
Add workflow actions and follow-up automations
Troubleshoot missing fields, failed requests, and duplicate contacts
Complete a live vendor test before going live
ReqBin Testing Tool: https://reqbin.com/

Before activating live lead delivery, always confirm that the webhook is connected to the correct Agent CRM sub-account and that all lead information is being received properly.

Видео How to Integrate a Lead Vendor with Agent CRM Using Webhooks канала Agent CRM