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|
|fvChannel||First Visit Channel||Paid Search|
|clientID||Juvo Site ID||302|
|leadID||Unique ID for Lead (numeric ID)||127278|
|leadSummary||summary of the chat or form lead|
|fvReferrer||First Visit Referrer||https://www.google.com/|
|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|
|leadEmail||Email address for the email@example.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|
|ipAddress||IP Address of the lead||220.127.116.11|
|fvDate||First date / time of the visitor||Tue Sep 19 2019 14:04:50 GMT-0|
|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!