Setting up a webhook with KeyVue
Using KeyVue as your CRM? You can connect your Heyloha AI Agent directly to KeyVue via a webhook. Leads collected by your AI Agent are then automatically created as new leads in KeyVue, including the correct status, source, and priority.
In this article, you'll learn how to first create a webhook in KeyVue and then connect it in Heyloha.
Read the article 'Setting up a webhook connection' first if you're not yet familiar with webhooks in Heyloha.
Step 1: Create a webhook in KeyVue
In KeyVue, create a webhook under Settings > Smart Marketing > Webhooks. Click 'Create new webhook' and configure the following:
- Name: a recognizable name for internal use (for example 'Heyloha Chat Leads').
- Lead type: which type of lead should be created upon arrival.
- Status: should the lead come in as 'New' or as 'Opportunity'.
- Source: where does the lead come from (for example 'Website Chat' or 'AI Agent').
- Comment: a default comment added to each lead.
- Priority: the priority of the incoming lead.
- Success probability: an estimate of the success rate for this type of leads.
Click Save. You'll return to the webhook overview.
Step 2: Copy the webhook URL
In the webhook overview, you'll see the webhook you just created. Click 'Copy webhook url'. The URL is copied to your clipboard. This URL contains a unique reference to the webhook you configured, including all instructions for KeyVue.
The webhook URL looks something like: https://app.keyvue.nl/webhook?company=yourcompany&webhook=abc123. Keep this URL handy, you'll need it in Heyloha.
Step 3: Create the connection in Heyloha
Open your AI Agent in Heyloha
Go to the Heyloha dashboard and open the AI Agent you want to connect to KeyVue.
Go to 'Connections'
Click 'Connections' in the sidebar and click 'Add integration'.
Paste the KeyVue webhook URL
Paste the URL you copied in step 2. Heyloha automatically recognizes the 'company' and 'webhook' parameters and shows 'Link recognized'.
Name the integration
Choose a clear name, for example 'KeyVue Lead' or 'CRM Viewing'. This name also becomes the function name your AI Agent uses.
Select contact fields
Choose which details your AI Agent should collect: first name, last name, email, phone, address, zip code, city, or country.
Describe when to use it
Explain when your AI Agent should trigger this connection. For example: 'Send the contact details to KeyVue when a visitor shows interest in a property and leaves their details.'
Activate and save
Set the connection to 'Active', click Save, and then also save the AI Agent.
What happens when a lead comes in?
- A visitor starts a conversation with your AI Agent on your website.
- The AI Agent collects contact details during the conversation.
- Heyloha sends the details to KeyVue via the webhook.
- KeyVue automatically creates a new lead with the configured status, source, and priority.
- Your team sees the lead in KeyVue and can follow up.
Practical tips
- Create separate webhooks in KeyVue for different lead types, for example one for viewing requests and one for valuations.
- Set the source in KeyVue to something recognizable, like 'Heyloha Chat' or 'AI Website Agent', so you can see where leads come from in your reports.
- Test the connection by having a conversation with your AI Agent and checking if the lead appears correctly in KeyVue.
Frequently asked questions
Can I connect multiple KeyVue webhooks to the same AI Agent?
Yes. You can set up multiple connections per AI Agent, each with its own KeyVue webhook URL. This way you can send different lead types to different webhooks in KeyVue.
Do leads appear in KeyVue immediately?
Yes. As soon as your AI Agent has collected the details and the webhook is triggered, the lead appears in KeyVue almost instantly.
What if I change the webhook settings in KeyVue?
The webhook URL stays the same. If you change settings in KeyVue (for example status or source), future leads will be created with the new settings. You don't need to change anything in Heyloha.
Setting up a webhook connection