This guide provides a straightforward process for creating a new webhook in SalesAi, making it easy to integrate and streamline your workflows. Scroll through the steps below to get started:
Not a visual learner? No problem!
Here’s a straightforward, step-by-step guide in text form:
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Navigating to SalesAi: Start by logging into the SalesAi platform and accessing the dashboard.
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Opening Settings: Click on the "Settings" button in the bottom left corner of the interface.
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Selecting Integrations: From the Settings menu, select "Integrations."
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Connecting Webhook: Click on the "Connect" button next to Webhook.
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Creating a New Webhook: Select "Create New Webhook."
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Setting Webhook Details: Input the webhook name and description. The "Webhook Type" is set to "Contact" by default.
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Adding Description: Add a lead source description to specify the source of the webhook.
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Finalizing: Once all information is filled out, click "Add Webhook" to complete the setup.
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