In this example, I use the webhook to:
- create leads/contacts in CRM
- gather context concerning visitors and their conversations in my CRM
ℹ️ This markdown normally corresponds to a link where the text is supposed to be indicated between the square brackets. As there is no text in the square brackets, the link will be invisible and will not appear on the visitor's side.
⚠️ The format of the responses is a "conversation" format, not a "form" format. This may result in long visitor responses and/or multiple pieces of information in a single response.
⚠️ Note that the email retrieval must be automatically done by a pre-qualification bot - it cannot be done by an agent, otherwise the email will not be included in the visitor resource fields. However, it is also possible for the agent to update the visitor's email during the conversation by entering it in the "Profile" part of the conversation. The email will then go back into the email field of the visitor resource.
4 - Installing your App within the iAdvize Admin
Remember: this App can be used in one or more iAdvize projects (SID).