Sending Lead Data to GHL

How to Push Lead Data from GPT4Business AI Agents to Any CRM via Webhooks

GPT4Business provides a powerful webhook integration system that allows you to send lead data from your AI Agents to any CRM or external platform. This guide explains how to configure, test, and use the webhook system to streamline lead management.

Step 1: Access Your AI Agent Dashboard

1. Select an AI Agent: Log in to your GPT4Business account and select the AI Agent you want to configure.

2. Open the Dashboard: Click View Dashboard to access the settings and lead management interface.

Step 2: Configure a Custom Lead Form

1. Go to the Leads Tab:

• Click the Leads tab in the AI Agent dashboard.

1. Create Lead Fields:

• Add predefined fields (e.g., email) or create custom fields using various input types (e.g., dropdown, text, numeric).

• Mark fields as required if users must provide this information before starting a chat session.

1. Save the Lead Form: Once fields are added, save the form to finalize your setup.

Step 3: Generate a Webhook URL in Your CRM

1. What is a Webhook?

• A webhook is a URL created by your CRM or external platform to receive data from GPT4Business.

1. Create a Webhook in Your CRM:

• For example, in Go High Level (GHL):

  • Create a trigger called Inbound Webhook.

  • Copy the generated webhook URL.

Step 4: Integrate the Webhook in GPT4Business

1. Paste the Webhook URL:

• In the Leads tab of your AI Agent dashboard, paste the webhook URL into the designated field.

  • Save the configuration to link the AI Agent to your CRM.

1. Enable Testing Mode: Ensure the system is ready to send test data.

Step 5: Test the Webhook Integration

1. Send Test Data from GPT4Business:

• Use the Test Webhook option in the dashboard to send sample data to the webhook.

• Alternatively, generate a shareable link for the lead form, complete it with test inputs (e.g., “Test Email” and “Test Data”), and submit it.

1. Verify Data in the CRM:

• Go back to your CRM (e.g., GHL) and check the webhook log to confirm that test data was received.

• Ensure the fields (e.g., email, custom data) are correctly mapped.

Step 6: Finalize and Save the Trigger

1. Save the Trigger in the CRM:

• Use the received test data to save the webhook trigger in your CRM.

• For example, in GHL, map the email and any additional fields to the appropriate CRM attributes.

Step 7: Automate Lead Management

1. Set Up Automations in the CRM:

• Configure workflows for actions such as creating or updating contacts, sending notifications, or routing leads.

1. Verify Automation: Test the entire flow to ensure that lead data submitted through GPT4Business is processed correctly.

Step 8: Expand Your Integration

• Use the collected lead data to trigger further workflows, such as:

  • Sending follow-up emails.

  • Adding leads to specific CRM pipelines.

  • Routing leads based on custom responses.

Conclusion

With GPT4Business and webhooks, you can effortlessly push lead data to your CRM or any external system. This integration ensures smooth, automated lead management, saving time and improving efficiency. If you have questions or need help, reach out to our support team for assistance.