How to send lead information to any third party using webhooks

Using a form in your flow is a great way to generate leads. When you use a form in Qonfi, all entered information including the answers given by your user can be send to a third party (like a CRM or CDP) with a webhook. This way you have a complete overview of your user's needs when following up a lead.

You can use forms at the end of your flow (as a follow-up) or between steps in your flow (as a step).

Get your webhook url

As an example, we'll show you how to use the Zapier webhook feature to send your lead information to any third party. 

1. Go to Zapier and add a webhook.

2. Go to Settings -> Apps and click "Webhook".

3. Copy the generated Zapier webhook url and add it to the "Webhook url" field in Qonfi.

4. Click connect.

5. Enable the switch "Send answers and contact data to a webhook url" in your form step or follow-up.

Testing your form

1. Go to "Preview & Styling" and click through your flow. Fill in the form shown after you've answered the last question and submit the form.

2. Once submitted, a POST request will be send to the configured webhook url with the submitted contact data, the given answers and variables (if configured) with the following JSON data structure:

{
    "contact": {
        "email": "[email protected]",
        "firstName": "John",
        "lastName": "Doe",
        "phone": "+31612345678"
    },
    "answers": [
        {
            "question_key": "Type",
            "question": "Type",
            "answer": "Adult"
        },
        {
            "question_key": "Persons",
            "question": "Persons",
            "answer": "Single"
        },
        {
            "question_key": "Dryer",
            "question": "Dryer",
            "answer": "Yes"
        },
        ...
    ],
    "variables": {
        "language": "",
        "variable1": "value1",
        "variable2": "value2",
        ...
    }
}

Quote request forms

If you're using the Request Quote form feature, the advised products will also be send along with the other information like this:

{
    "contact": ...,
    "answers": ...,
    "variables": ...,
    "results": [
        {
            "id": "1",
            "title": "Product 1"
        },
        {
            "id": "2",
            "title": "Product 2"
        },
        ...
    ]
}