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

Written by Tiffany Marzette Smith
Updated over 2 months ago


The following explains how to use Zapier to automatically send and populate the leads you receive from Baton into your company’s CRM (such as HubSpot, LeadExec, FieldRoutes, etc.)

Baton does not currently create or set up custom integrations for customers.

Create a new Zap

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

In your new Zap, click Trigger, then type “webhook” in the search bar. From the results, select “Webhooks”.
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Please note: Webhooks by Zapier is a Premium feature, so it requires a paid Zapier plan.
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After selecting Webhooks by Zapier, click inside the Trigger event field. Here you will be asked to choose a trigger event.

Select “Catch Hook”.
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Click Continue.
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Once you're at the Configure tab, just click on Continue again.
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Once you get to the Test tab, you will now see a Webhook URL displayed on the screen.

Click Copy to get your newly generated Webhook URL.​
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Do not close Zapier yet.

You will need to enter this URL into your Baton profile and test. And then return to Zapier to click Test Trigger and confirm the connection is working.
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Add the webhook URL to your Baton profile


Go to your Baton profile and click on the API Key tab.
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Find the section labeled Webhook URL and paste the URL you copied from Zapier in the 'Add webhook URL' field and then click Add.

Test the trigger

Follow the steps below to make sure the newly created trigger is working properly.
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  1. Once you've added your webhook, click on the Test button
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  2. The Send Webhook Notification dialogue box will pop out. Click on Send


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  3. Return to your Zap and click "Test Trigger" under the Test tab.


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Here's a reference on what fields are included in the payload:

Field Name

Field Type

Description

customer_name

string

The name of the customer who made the referral.

customer_phone

string

The phone number of the customer who made the referral.

customer_email

string

The email address of the customer who made the referral.

is_existing_customer

string

Indicates whether the customer who made the referral is an existing customer of the company.

notes

string

Additional notes about the referral.

bid

string

The amount of money that the company will pay for the referral.

zip_code

string

The ZIP code of the customer who made the referral.

first_name

string

The first name of the customer who made the referral.

last_name

string

The last name of the customer who made the referral.

residential_or_commercial

string

mer's property is residential, commercial or municipal.

monetization_type

string

Indicates how the company will pay for the referral (per referral, per sale, revshare, per call or none)

specific_issue

string

The specific issue that the customer is experiencing.

from_company

string

The name of the company that the referral came from.

leadReferralId

integer

A unique identifier for the referral.

toCompanyId

integer

A unique identifier for the company that will receive the referral.

to_service_area

string

The service area of the company that will receive the referral.


And the payload will look like the following:
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​You can now configure the rest of your Zap. Now if you are wanting to populate the information into your CRM, the next step will likely be a Zapier webhook stage, where you can reference fields from the webhook Baton sent to match to your desired field IDs etc that your own system will be expecting.

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