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Best answer

Connecting a Webhook to PTD to set up a client

  • April 27, 2021
  • 2 replies
  • 69 views
A

Hi there,

I am having some issues and I don’t know if anyone is able to help me? I’m a complete beginner at this and trying to get my heard around the system.

 

I am trying to use a Webhook to capture information from our CRM system so that when a particular trigger fires it can use the information in the CRM to set up the client in PTD which is an app I can add on Zapier.

 

However, I am getting an error message as below when trying to test the trigger.

 

 

Below is the system I am adding the webhook into;

 

Any help with this would be great.

 

We have all client information in our CRM so when a lead becomes a client I would like there information to automatically transfer to PTD. Is this possible or am I trying to do something completely impossible? 

thanks,

 

Best answer by GetUWired

Hi @Arnox 

I do not see the error message you are referring to. I am assuming the webhook couldn’t find any data? 

You will need to head back into your CRM and add a test lead to The Bodyproof Project Campaign, which should trigger the webhook. Also, in your CRM make sure that the automation you’ve just set up is active/on.

This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

2 replies

GetUWired
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  • GetUWiredZapier Solution Partner
  • Zapier Solution Partner
  • Answer
  • April 27, 2021

Hi @Arnox 

I do not see the error message you are referring to. I am assuming the webhook couldn’t find any data? 

You will need to head back into your CRM and add a test lead to The Bodyproof Project Campaign, which should trigger the webhook. Also, in your CRM make sure that the automation you’ve just set up is active/on.

A
  • Arnox
  • Author
  • New
  • April 27, 2021

Thank you, got this working now after your advise!

thanks

 

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