This guide will walk you through:
Capturing Lead Activities: Connect Teamwork CRM with WiserNotify using a webhook to fetch real-time lead creation and status update data.
Add Webhook Integration to Connect Teamwork CRM to pull the events lead data
Step 1: Get the Webhook URL from WiserNotify
- Go to WiserNotify > Teamwork CRM Integration.
- Click on the Integrate button inside the Integration box.
1. Enter the Name of the connection.
Login with Teamwork CRM,
2. Go to Settings.
3. Click on Generate API Key inside Personal.
4. Enter the Name of the API Key.
5. Click on Save.
6. Copy API Key.
7. Paste into the API Key field in the WiserNotify Teamwork CRM popup.
8. Click on the Create button.
9. Click on the copy button.
Step 2: Configure Webhook in Teamwork CRM
Login with Teamwork CRM,
1. Click on your Profile logo and after a click on the Settings option.
2. Click on Webhooks.
3. Click on the Add Webhook button.
4. Paste copied webhook URL here.
5. Select the Specific events option and select contacts.created and users. created option in the dropdown.
6. Click the Save button.
The last 30 entries from the API key will be fetched automatically once you provide the correct details. This enables you to start displaying the existing old data in the notifications.
Please test by adding new data & visit the WiserNotify- Dashboard Data page. Here, You can see all the captured/ received data with its source name.
Note:
Make sure you select this integration as data-source for the notification (Customize notification > Data-source > Select this integration)
Important: After making changes, check your notification in a private browser to avoid cache issues.
Need Help?
Explore our Troubleshooting Guide or contact our live chat support from your WiserNotify account. We’re here to assist you promptly.
