CRM, API, webhooks and Zapier

What exists

Followbooth does not have one-click connectors to CRMs yet. Your leads still reach your CRM in four ways.

• CSV export. Export every lead whenever you want, on every plan.
• REST API. Each company can create API keys. The API lists and reads leads and creates leads. The limit is 120 requests a minute per key.
• Signed webhooks. Followbooth posts an event to your https address when a lead is created, changed or graded, when material is sent or fails, and when a visitor replies. Every call is signed, and failed calls are tried again. You can filter by event, language, grade and channel.
• Zapier, through its built-in Webhooks by Zapier app. There is no Followbooth app in the Zapier directory yet.

Which plans

The API and webhooks are on the paid plans, Event Pass and Team Annual. The Free plan does not include them.

Send new leads to Zapier

1. In Zapier create a Zap with the trigger app Webhooks by Zapier and the event Catch Hook. Copy the Custom Webhook URL.
2. In Followbooth open the Integrations page and choose New webhook. Paste the URL, tick the events you want, for example lead.created, and save.
3. Press Test. Then scan or create a real lead, so that Zapier also sees a real one.
4. Add the step you want, such as a row in Google Sheets, a Slack message or a contact in your CRM.

Webhooks by Zapier is a premium app on the Zapier side, so you need a paid Zapier plan.

Questions

Questions