Lead intake (webhook)

With the Lead Webhook, any tool that sends an HTTP request can create leads in Notfy. Each lead enters the funnel at the initial stage.

When to use

Receive leads from website forms without manual typing.
Bring in leads from RD Station or Meta Lead Ads.
Automate sending with Make or Zapier.

Set up

Create the integration

In Settings, Integrations, create an integration of type Lead Webhook, give it a name and save.

Open the webhook tab

In the saved integration, open the Lead Webhook tab. Under Connectivity is the Your Personal Webhook URL field, with a copy button.

Generate a token

Under Security Tokens, click Generate New Security Token and confirm. The token appears in a notification: copy it and keep it safe.

Configure the source tool

Point the tool to the URL and send the token in the Authorization header, in the format Bearer YOUR_TOKEN.

Treat the token like a password: whoever has it can create leads in your company. Do not publish it in screenshots or messages. If it leaks, generate a new one and update the tools.

Request

POST /api/webhooks/leads, on your Notfy domain, with a JSON body and the Authorization: Bearer YOUR_TOKEN header.

Field	Type	Required	Description
`name`	text (up to 255)	No	Lead name. Without a name, the lead is created as “Novo Lead”
`phone`	text (up to 50)	One of the two	Phone number. Only the digits are kept
`email`	email (up to 255)	One of the two	Lead email
`source`	text (up to 100)	No	Lead source, for example `site` or `rd_station`
`notes`	text	No	Notes

Sending phone or email is mandatory. Other fields sent are stored with the lead as additional information.

curl -X POST "https://YOUR-DOMAIN/api/webhooks/leads" \
  -H "Authorization: Bearer YOUR_TOKEN" \
  -H "Content-Type: application/json" \
  -H "Accept: application/json" \
  -d '{
    "name": "Maria Souza",
    "phone": "+55 49 99999-0000",
    "email": "maria@exemplo.com.br",
    "source": "site",
    "notes": "Asked for contact about the annual plan"
  }'

{
  "message": "Lead accepted for processing"
}

Recognized formats

In addition to the format above, Notfy automatically recognizes:

RD Station: body with the leads list. It uses the name, email and personal phone or mobile of the first item.
Meta Lead Ads: body with field_data. It identifies name, email and phone by the field names.

Responses

Code	Meaning
`202`	Lead accepted. It is processed next and appears in the funnel within moments
`401`	Missing or invalid token, or no permission
`422`	Invalid data, for example no phone and no email, or a malformed email
`429`	Too many requests. The limit is 120 per minute

If a lead from your company with the same email and phone already exists, it is updated instead of duplicated.

Test

Send a test lead

Run the example above with your data or fill in the website form.

Check the funnel

Open the Pipeline and look for the lead in the initial stage.

I got 202 but the lead did not appear

Confirm that the submission has a phone or an email. A lead with neither is discarded after being accepted.

I got 401

Check that the header is Authorization: Bearer YOUR_TOKEN, without quotes, and that the token was generated in this company.

Sales pipeline

See where leads enter.

General settings

Configure the funnel stages.

Overview

Integrations

Users and permissions

Devices

Lead intake (webhook)

When to use

Set up

Request

Recognized formats

Responses

Test

Sales pipeline

General settings

​When to use

​Set up

​Request

​Recognized formats

​Responses

​Test

Sales pipeline

General settings

When to use

Set up

Request

Recognized formats

Responses

Test