How to Send Form Leads to Your CRM with Webhooks

What This Workflow Does

This setup sends form lead events to your CRM endpoint as soon as DigitalPilot captures a lead, so sales teams can act quickly.

Before You Start

• A publicly reachable HTTPS endpoint in your CRM or middleware.
• Admin access in DigitalPilot to create webhooks.
• For Lead Capture webhooks tied to third-party site forms, Capture lead emails into DigitalPilot must be on in Tag options. Form Builder submissions can still trigger Lead Capture webhooks when those leads are recorded.

Step-by-Step Instructions

1. Prepare Your Endpoint

• Set up an endpoint that accepts JSON POST requests.
• Return a success status (for example 200) for valid payloads.
• Log request IDs and timestamps for debugging.

2. Create the Webhook in DigitalPilot

• Open Settings and go to Webhooks.
• Click Add a new webhook.
• Enter your endpoint URL and enable Lead Capture subscription.
• Click Add to create the webhook.

3. Test End-to-End

• Submit a test lead from a live form.
• Check your endpoint logs for the incoming event.
• Confirm the lead is created in your CRM with expected fields.

Reliability Tips

• Implement idempotency to avoid duplicates on retries.
• Store failed payloads in a dead-letter queue for replay.
• Map DigitalPilot fields to CRM fields in a versioned transformer.

Related Articles

• Create a Webhook
• Create an API Key
• How to Track Form Submissions in Lead Center