Strategies

Webhooks

Webhook triggers allow you to instantly reach leads when external systems send data to BookedIn. This is ideal for speed to lead — responding to form submissions, CRM events, or any external system in real-time.

How It Works

  1. External system sends a POST request to your webhook URL
  2. BookedIn captures the payload and looks up the lead
  3. If the lead exists, the strategy executes with updated data
  4. If the lead doesn’t exist, a new lead is created
  5. The strategy starts automatically

Setting Up a Webhook Trigger

Step 1: Configure the Webhook

When you add a webhook trigger to your strategy, a configuration modal will appear.

Lookup Field — Select which field to use for finding existing leads in your database (email or phone number).

Webhook configuration modal

Step 2: Copy the Webhook URL

After saving your strategy, a unique webhook URL is generated. Copy this URL and configure your external system to send POST requests to it.

Webhook URL

Test your webhook by sending a sample payload from your external system. BookedIn will capture it for field mapping.

Step 3: Select a Sample Payload

Once you’ve sent a test payload, BookedIn captures it as a sample. Select the sample payload to use for field mapping.

Select sample payload

Step 4: Map Fields to Lead

Use the visual field mapper to connect webhook payload fields to lead fields in BookedIn. Navigate nested payload structures and map each field to the corresponding lead property.

Field mapping interface

Field Mapping Options:

Lead FieldDescription
contact.emailLead’s email address
contact.numberLead’s phone number
contact.first_nameLead’s first name
contact.last_nameLead’s last name
meta.*Custom metadata fields

Webhook Payload Format

Your external system should send a JSON payload via POST request:

1{
2  "email": "lead@example.com",
3  "phone": "+1234567890",
4  "first_name": "John",
5  "last_name": "Doe",
6  "source": "website_form",
7  "custom_field": "value"
8}

Best Practices

Always send a test payload first to capture the structure before mapping fields.

  • Use consistent field names — Ensure your external system sends data with consistent keys
  • Include lookup field — Always include either email or phone for lead matching
  • Test before going live — Verify field mappings work correctly with test data

Webhook payloads are stored for debugging. You can view captured payloads in the strategy configuration.