Webhooks provide an easy and efficient way to automate processes by allowing one service to send real-time data to another. By connecting a service using webhooks, you can automatically receive notifications or trigger specific actions when certain events occur. Whether you're looking to streamline workflows or enhance integrations, webhooks offer a powerful solution.
This guide will walk you through the steps to set up webhooks, ensuring seamless communication between Buzz and other platforms you use.
Webhook Settings
To access your Webhook settings, go to the Integrations tab, find the Webhook integration, and click Connect.
You will be directed to a page with three tabs: Webhooks, Label Settings, and Base Settings.
In Webhooks, you can monitor existing webhooks or create new ones.
In Label Settings, you can select which labels will trigger a webhook by toggling them on or off.
If you wish to edit or delete labels, please refer to this article for a more detailed instruction.
Base Settings let you configure how data about your prospects is pulled from Buzz.
For each field, you can choose the format:
Default: Only the relevant information will be displayed.
Default + Number: The relevant information with an item number.
Date Time: The date and time when the information was pulled.
Disabled: The field will not be included in the data export.
How to Connect Zapier to Buzz Using Webhooks
Follow this step-by-step guide to activate Webhooks via Zapier:
Login to Zapier and click + Create Zap.
Choose your Trigger: Search for "Webhooks by Zapier"
3. Click Event to select what you would like to trigger the Zap. In this case, choose Catch Hook and click Continue.
4. Click Continue again and leave the Child Key field empty.
5. Copy the Webhook URL.
6. Go back to the Integrations tab on the platform and search for Webhook. Click Manage.
7. Click Create new Webhook.
8. Paste the copied link from Zapier into the Callback URL field.
9. Select one trigger that will activate the Webhook, then click Test. For example, we will use "When prospect is marked as Lead".
While it is possible to add multiple triggers, we recommend against it since they all direct to the same endpoint and are not differentiated. If you would like to use multiple triggers, consider setting up separate Webhooks for each.
10. Click Test trigger on Zapier.
11. You should see a notification confirming the test was successful:
12. Click Continue with selected record.
13. Find the app you want to connect to, such as Google Sheets, to export your prospects.
14. Select the action that will occur when the trigger activates. In this example, we choose Create Spreadsheet Row.
15. You will now be prompted to sign into the selected application with your credentials for that app. After you have done that, click Continue.
16. Configure the following:
Drive: Select the Google Drive containing your spreadsheet.
Spreadsheet: Choose the specific spreadsheet you want to update.
Worksheet: Select the worksheet within the spreadsheet.
As you scroll down, you will see the headers (you have to set them up in your spreadsheet beforehand).
For each one, you can map a corresponding field from Buzz. Zapier will then automatically pull the relevant information from these fields.
17. Once your fields are mapped, click Continue to proceed, test the step, and click Publish. Your Zap is now live!
You can now head back to Buzz, mark the desired prospects as Leads, and watch them appear in your spreadsheet.
By carefully configuring your webhook settings and app integrations, you ensure that your data flows efficiently, saving time and reducing manual tasks.
For more detailed instructions on label management and data exports, contact our Customer Support team.