Step 1: Creating Your Webhook Campaign
Navigate to Campaigns > click Create Campaign
Now, on the bottom left you'll see an option to add an Email, To Do, Call, Meeting, SMS or Webhook from a dropdown menu. Choose Webhook and then click Add.
Now you'll be taken to the Webhook Template Editor.
Choose an existing brand:
- PrintGenie - sends direct mail
- Zapier - sends data from SalesNexus to other apps
Or create your own new brand for any app you're sending info to:
To create a new brand or edit an existing one, you'll choose the SalesNexus fields that will be included in your webhook:
Include any contact field and any sales field.
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