How to Send Lead Data from Juvo Leads into Zapier using Webhooks

This document explains how to automatically pass leads from Juvo Leads into Zapier.  Essentially how this works is by copying / pasting the webhook URL that Zapier gives you and then adding that into your Juvo Leads site settings.  Once this is done all your leads will be passed from Juvo leads into Zapier.  

Step 1. Go to Zapier and create an account if you have not already done so.  Then click “Make a Zap”

Step 2. Search for “Webhooks” and select  “Webhooks by Zapier

Step 3. Select “Catch Hook” and click “Continue”.

Step 4. Copy the webhook URL.

Step 5.  Now in a separate browser head over to Juvo Leads, login to your dashboard.

Step 6. Go to Site Settings > Advanced Integrations.  Paste the webhook URL (provided by Zapier) into the Webhook URL field and then save settings.

Step 7.  In order to test things on the Zapier side we need to send in a test lead.  Please try going to your website and submitting either a form or chat lead.  If doing a chat lead please ask the chat agent to save the lead after the chat is complete.  Once either a chat lead or form lead has been saved into your dashboard it will be sent to Zapier within 60 seconds.

Step 8.  Go back to Zapier and click “Continue” , then click “Test & Review”.  You should be able to now see your test lead along with the associated information that was collected by Juvo Leads.  Assuming all looks good go ahead and click “Done Editing”.  Below is an example of what you should see.  

Below is a list of all the fields that are provided to you via the web hook along with example values.

 

Field Name Friendly Description Example Value
fvURL First Visit URL https://www.gtlaw.com
utm_term utm_term Personal injury lawyer
gclid Google Click Identifier (passed in via google ads auto tagging) CKSDxc_qhLkCFQyk4AodO24Arg
utm_content
fvChannel First Visit Channel Paid Search
clientID Juvo Site ID 302
leadID Unique ID for Lead (numeric ID) 127278
utm_source google
device User Device Mobile
leadType 1=Chat

2=Phone

3=Form

4=SMS

1
leadSummary summary of the chat or form lead
fvReferrer First Visit Referrer https://www.google.com/
utm_campaign Boston
geoState State (based on visitor IP) MA
leadPhone Phone Number of Lead 222-222-2222
uuid Unique ID associated with the lead aa3e996e-3ad2-44e5-8056-7acd1922ba14
timeStamp Time Stamp of when the lead converted 2019-09-19 12:55:44
leadURL URL to view the lead details including chat script https://dashboard.juvoleads.com/agency/view-lead-new.php?uuid=aa3e996e-2ad2-44e5-8056-7acb7424ba14
utm_adgroup
leadEmail Email address for the lead mswift@gmail.com
pageURL URL where the lead started the chat, or submitted a form
geoCity City (based on visitor IP) Boston
leadName Name of the Lead Monica Swift
leadfirstname First name of the leads Monica
leadlastname Last name of the leads Swift
fvSource First Visit Source Google
ipAddress IP Address of the lead 72.21.163.133
fvDate First date / time of the visitor Tue Sep 19 2019 14:04:50 GMT-0
browser Browser Chrome
callDuration The length of an inbound call lead (in seconds) 320
transcript The full chat transcript Every piece of dialog between the agent and the chatter.

Step 9.  Setup whatever action you’d like and use the field values provided from the webhook to pass data to whatever app you’d like.  Example below of a message you could send into Slack.

Step 10.  After you are done setting up your action, save your zap and  you are good to go!