Calling readiness still matters.
A received lead can be saved without a call when the workspace has no caller number, credits or available provider capacity. Test the response handling before using real CRM traffic.
DEVELOPERSFrom a new lead
From a new lead
to a useful conversation.
Connect the systems your team already uses, with a calling workflow scoped to the right client.
CRM lead events
Create a dedicated webhook in your workspace’s Integrations section. Send the new lead to that URL. The webhook is associated with the configured account and campaign.
- Configure the workspace. Confirm the caller number, agent brief and calling capacity.
- Create the webhook. Use a dedicated connection for this CRM workflow.
- Send a test lead. Verify phone formatting, ownership and the returned result.
- Review before rollout. Inspect the lead, call outcome, records and integration behavior.
EXAMPLE LEAD PAYLOAD
{
"name": "Example Lead",
"phone": "<lead-mobile-number>"
}Use the full webhook URL supplied in your own workspace. Keep it private. This example contains no live credentials.
WhatsApp needs its own event flow.
Sending a message and detecting an incoming reply are different capabilities. Confirm the provider’s API and incoming event support when scoping follow-up automation.
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