Step 1
- Go to WiserNotify > Integration
- Click on the Connect button in the Salesmate box.
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Step 2
- Copy the URL and click on the Salesmate.
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Step 3
- Click on the profile logo on the right side. Click on the Setup option in the dropdown.
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Step 4
- Click on Workflow automation into the sales automation section.
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Step 5
- Click on the new rule button.
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Step 6
1. Select the Contact module.
2. Enter the rule name.
3. Click on the Next button.
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4. Select create action to execute On section.
5. Click on the Next button.
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6. Add Rule criteria.
- Select OR option.
- Add condition : In first dropdown select "First Name" option & In 2nd dropdown "is not empty" option.
- Click on "Next" button.
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7. Call Webhook -> Click on "Add" link.
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8. Enter webhook name.
9. Select the POST Method.
10. Enter Copied URL here.
11. Navigate to the Body tab.
12. Select the raw option.
13. Select JSON(application/JSON) option.
14. Copy and paste this raw body.
{ "fn": "{{Contact.firstName}}", "ln": "{{Contact.lastName}}", "e": "{{Contact.email}}", "ct": "{{Contact.billingCity}}", "cn": "{{Contact.billingCountry}}", "st": "{{Contact.billingState}}", "lt": "{{Contact.latitude}}", "lg": "{{Contact.longitude}}" }
15. Click on the Save button.
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Please do the test by adding new data & visit the WiserNotify - Dashboard Data page. Here, You can see all the captured/ received data with its source name.
For more queries, reach us at [email protected] or chat with the support team. We will help you through the integration process.