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How do I use webhooks for my funnel?
How do I use webhooks for my funnel?

Learn everything about how to use webhooks in this article.

Luise avatar
Written by Luise
Updated over 8 months ago

Overview:

What are webhooks?

Webhooks allow you to communicate with a software. You can let the software know that a certain event has occurred, and then trigger a response to that event. Looking at Perspective funnels, webhooks are particularly useful for transmitting contact information to other programs as soon as a lead is created (e.g. to your CRM, your email, or even systems like Integromat).

As soon as a new response is submitted to your funnel, Perspective forwards the incoming data to your webhook URL (POST). You can specify the target API endpoint using this integration.

You have the choice between 2 different triggers (actions that trigger the webhook):

1. New Lead

Webhook is triggered via POST requests as soon as a visitor to your funnel converts to a lead.

2. Funnel completed

Webhook is triggered via POST requests as soon as a visitor has completely passed through your funnel.

You can use up to 3 webhooks per trigger

Tutorial: Webhooks Integration

Body & POST data example

The so-called body or POST data is a JSON object with 4 properties.

Example of POST data:

Property

Type

Description

id

String

The contact ID - this is the unique identifier

funnelName

String

The name of the funnel

meta

Object

meta ⇒ createdAt

UTC Timestamp

Timestamp when the contact was first created or "first seen".

meta ⇒ lastSeenAt

UTC Timestamp

Timestamp when the contact sent the last data.

meta ⇒ completedAt

UTC Timestamp

Timestamp for when the contact reached the last page or any result page.

meta ⇒ convertedAt

UTC Timestamp

Timestamp for when the contact submitted a form with a completed email or phone input field.

meta ⇒ globalId

String

Identifier generated on the funnel and used when the contact visits multiple funnels on the same domain.

meta ⇒ completed

Boolean

Flag that is toggled whether the contact has reached the last funnel page or any result page.

When this field changes, the funnel_completed hook is triggered.

meta ⇒ converted

Boolean

Flag that is toggled when an email or phone number is submitted.

When this field changes, the new_lead hook is triggered.

profile

Object

An object that contains all the information about forms and responses of the contact.

See below for more details.

Profile structure

Each part of the profile is accessible via an identifier and contains two pieces of information: a value and a title.

The value is the text or answer text that the visitor clicked on or filled in. The title represents an identifier that is human-readable; for example, in a media question block, the question sentence that appears above the boxes would qualify as the title.

Text response boxes and media response boxes receive their ID from the system. This way, it is an alphanumeric string.

Input boxes contain default settings:

Name

Identifikator

Full name

name

First name

firstName

Last name

lastName

Email

email

Phone

phone

Website

website

Street

address.street

Postal code

address.postalCode

City

address.city

Country

address.country

These values are standardized identifiers that match integration schemes such as Hubspot.

Input scheme

The title of input fields resembles their placeholder.

Note💡

You can add a . to the identifier, which is treated as "one level down" logic. The following package is used internally:https://lodash.com/docs/#get

Details

The message, custom text, and checkbox contain editable identifiers (system IDs by default). This way, you can decide about the look of the data.

Default ID of the free text field (aka. message field)

Renamed ID of the free text field (aka. message field)

Custom Text Input

Default Checkbox ID

Custom Checkbox ID

Reply Boxes (Media/Text)

Scheme

Example

Multiple choice selection

The value is the selected list divided by a ;.

System fields

Some of the fields are automatically set by the system itself.

Cookies

The moment your visitor accepts cookies, the system keeps track of which cookies were accepted. The value is a list separated by ;. The string can also be empty if no integration is accepted or no integration is configured.

Cookies when no integration is accepted or no integration is configured:

Cookies with accepted integration:

Cookies with multiple integrations accepted:

Result

Perspective stores which results pages the visitor has seen. The value is the name of the results page.

Full example


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