Configuring Webhooks for Lead and Appointment Submissions in HeavySet Tech

HeavySet Tech allows you to send lead or appointment data to external systems using webhooks. This is useful if you want to trigger custom workflows, notify other systems, or integrate with services not covered by our standard CRM integrations.

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How to Configure a Webhook

1. Log in to your HeavySet Tech admin panel.

2. Go to CRM Settings.

3. Under Secondary Integration Settings, click the Webhook button.

4. Edit the Webhook Input:

   • Enter the URL of the service you want HeavySet Tech to notify.

   • Configure any payload parameters or headers required by your external system.

5. Click Okay to save the webhook configuration.

6. Click Submit to activate the webhook.

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What Happens Next

• Any lead or appointment submitted via HeavySet Tech forms (or using our Zapier integration) will trigger the webhook.

• The webhook will send the configured payload to the URL you specified, allowing your external system to process the lead or appointment in real time.

• You can update or disable the webhook at any time by returning to the same settings page.

What Data Is Sent

When a lead or appointment is submitted, HeavySet Tech sends a JSON payload with details like:

• Contact info: name, email, phone, address, city, state, zip, country

• Lead details: leadId, prospectId, source, sourceType, product

• Appointment info: appointmentStatus, start, end

• Consent / opt-in: optIn

Note: Some fields may be blank or undefined if the information wasn’t provided.

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Webhooks provide a flexible way to connect HeavySet Tech to other tools and services, giving you full control over how your lead and appointment data flows.