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How to integrate Baton with Zapier using "New Lead" as the trigger

This Zap flow will trigger when you get a new Lead from Baton.

Tiffany Marzette Smith avatar
Written by Tiffany Marzette Smith
Updated over a year ago

Create a New Zap

The following steps outline how you can set "New Lead" as your trigger for every lead you receive. Information will then be sent to your Zap.

Create a new Zap

Log in to your Zapier account and create a brand new Zap.

Set Trigger to "Webhooks by Zapier"

Within your brand-new Zap, you need to create a trigger. After clicking the 'Trigger' button, type 'webhook' in the search bar, and then select the 'Webhooks by Zapier' widget. This will enable your Zap to receive data through an HTTP request. Note that this is a Premium feature.

Select "Catch Hook"

The Zap is almost ready to get data. You have to click on the webhook you just created and choose the "Catch Hook" event.

Then hit "Continue"

Click "Continue" again

Grab webhook URL

Here, Zap would have by now generated the webhook URL. At this point, please copy that link. Now you can save and turn on your Zap.

Add webhook URL to Baton notifications settings

With the webhook URL you just copied, go to your Baton profile following this link. This will take you to your notification preferences. Paste the URL in the 'Webhook POST URL' field and Save the changes.

Test the trigger

To test the trigger, you can either send yourself a test lead in Baton directly, or you can follow the steps below...

  1. Paste this example text into you browser 

    1. https://hooks.zapier.com/hooks/catch/123456/zbB61?bid=%2420.00&notes=This%20is%20a%20test%20lead&zip_code=00007&last_name=Lead&first_name=Test&referral_id=0Ooba6dXx06Eed0000052Yy3&from_company=Test%20Company&customer_name=Test%20Lead&to_company_id=0o5a0XXX35xx4fo021yy9999&customer_email=test_lead%40batonleads.com&customer_phone=%28385%29%20555-5555&specific_issue=Pest%20Control%20-%20Fleas%20%26%20Ticks&to_service_area=Test%20Service%20Area&monetization_type=Per%20referral&is_existing_customer=No&residential_or_commercial=Residential

  2. Replace the webhook URL in the example above with your unique Zapier-provided webhook URL. (In other words, replace everything in the link before the question mark ("?") with your Zapier Webhook URL.)

  3. Hit "Enter" to navigate to the link. You should see a brief message that says "Success" on your screen.

  4. Wa-la! Return to your Zap and select "test trigger." Now you should be able to configure the rest of your Zap with the proper field names.

And for you web development nerds, this is what the payload will look like:
​

{
"bid": "$20.00"
"notes": "This is a test lead",
"zip_code": "00007",
"last_name": "Lead",
"first_name": "Test",
"referral_id": "0Ooba6dXx06Eed0000052Yy3",
"from_company": "Test Company",
"customer_name": "Test Lead",
"to_company_id": "0o5a0XXX35xx4fo021yy9999",
"customer_email": "test_lead@batonleads.com",
"customer_phone": "(385) 555-5555",
"specific_issue": "Pest Control - Fleas & Ticks",
"to_service_area": "Test Service Area",
"monetization_type": "Per referral",
"is_existing_customer": "No",
"residential_or_commercial": "Residential"
}

Configure the rest of your Zap

That's it! The Baton integration has been set up correctly, you can now create the rest of the actions to follow your Zap flow.

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