ConvertBox allows you to capture leads, engage your visitors, build targeted lists and helps you drive sales for your business.
You can send the data from ConvertBox to Autonami and create multiple automations quite easily.
In this documentation, you'll learn how to receive data from ConvertBox via Webhooks and perform different actions.
Step 1: Create a new Automation in Autonami
Go to Campaigns ⇨ Automations and click on Add New.
Enter the name of your automation.
Once done, click on Add.
Step 2: Select the Webhook Received as the action
Select the event - Webhook Received and click on Continue.
Step 3: Copy the Webhook URL
When you select the event, a Webhook URL is created automatically. Copy this URL.
Step 4: Create a Lead Generation form in ConvertBox
Here we have created a form in ConvertBox.
Step 5: Paste the copied Webhook URL in ConvertBox
Under Form Settings, go to INTEGRATIONS.
Click on Add Integration.
Select Webhooks and paste the copied Webhook URL over there.
Once done, click on Add integration.
Step 6: Testing the data from ConvertBox to Autonami
Click on the Send test button to test the Webhook.
Now, go over to Autonami and hit Receive Webhook.
You can see the test data gets captured here.
Map the email field on your form with Autonami.
Step 7: Set the action "Create Contact" in your Automation
Add the direct action - Create Contact in your automation.
Click on Continue.
Step 8: Enter the field name using merge tags
To enter the field name, click on Merge tags.
Click on Select next to Webhook Data.
Select email and copy the merge tag.
Now, paste the copied merge tag to the field.
Once done, click on the workflow to save your automation.
Step 9: Add tags to the contacts (Optional)
Create a new action - Add tags.
Now add a tag to your contacts.
Step 10: Update the custom fields (Optional)
You can also update any number of fields using Autonami.
To set the action, click on Add Action and select Update Fields.
Click on Continue.
You can select your custom fields to populate your webhook data.
Once done, click on the workflow to automatically save the changes.
Step 11: Make the Automation live
Turn the toggle to active.
Well done! Your automation is live and running.
You've successfully integrated Convertbox with Autonami using webhooks.
Now when someone fills the specified form on Convertbox, their contacts will be created in Autonami using data received from the webhook. Also, a 'convertbox' tag will be added to these contacts.