Setting up a webhook connection
With a webhook connection, you can automatically forward contact details collected by your AI Agent to an external system, such as your CRM, marketing tool, or internal platform. This way, you never have to copy anything manually and leads end up in the right place instantly.
In this article, we walk you through the steps to set up a webhook connection from Heyloha.
What is a webhook?
A webhook is a way to automatically send data from one system to another. As soon as your AI Agent has collected the required contact details, Heyloha sends that data via an HTTP POST request to the URL you configured. The receiving system then processes the data, for example by creating a new contact in your CRM.
What do you need?
- An active Heyloha account with at least one AI Agent.
- An external system that supports webhooks (for example a CRM, marketing platform, or custom application).
- The webhook URL from the receiving system, including any parameters.
The webhook feature must be enabled at company level. If you don't see the 'Connections' option in your AI Agent menu, contact your administrator.
Setting up a webhook connection
Go to your AI Agent
Open the Heyloha dashboard and click on the AI Agent you want to set up the connection for.
Open the 'Connections' menu
In the sidebar of your AI Agent, you'll find the 'Connections' option. Click on it to open the overview.
Click 'Add integration'
You'll now enter a step-by-step form to create a new webhook connection.
Paste the webhook URL
Copy the full webhook URL from the receiving system and paste it into the field. The URL often contains parameters such as 'company' and 'webhook'. Heyloha automatically recognizes the URL and its parameters.
Name the integration
Choose a recognizable name, for example 'CRM Lead Forward' or 'Quote Request'. This name is also used as the internal function name for your AI Agent.
Select contact fields
Choose which details your AI Agent should collect and forward. You can choose from: first name, last name, email address, phone number, address, zip code, city, and country.
Describe when the connection should be used
Provide a short description of when your AI Agent should trigger this connection, for example: 'Use this connection when a visitor shows interest in a viewing and leaves their contact details.'
Save and activate
Set the connection to 'Active' and click Save. Don't forget to also save the AI Agent itself, so the changes take effect.
Changes to connections only take effect after you save the AI Agent. Don't forget this step!
Which contact details can you forward?
You decide which fields your AI Agent collects and forwards via the webhook. The available fields are:
- First name
- Last name
- Email address
- Phone number
- Address
- Zip code
- City
- Country
Select at least one field. The AI Agent asks for these details naturally during the conversation and forwards them automatically once the goal is reached.
How does it work in practice?
When a visitor is chatting with your AI Agent and provides the required details, Heyloha automatically sends a request to the configured webhook URL. The receiving system processes the contact details, so your team can follow up immediately.
- A website visitor starts a conversation with your AI Agent.
- The AI Agent recognizes the goal (for example: forward lead) and asks for the required details.
- After collecting the details, Heyloha sends them to the external system via the webhook.
- The receiving system processes the details (for example: create a new contact).
- Your team gets notified and can follow up on the lead.
Managing connections
In the 'Connections' overview, you can see all your active and inactive webhook connections. Here you can:
- Edit a connection (change URL, name, fields, or description).
- Activate or deactivate a connection using the status toggle.
- Delete a connection if you no longer need it.
You can set up multiple webhook connections per AI Agent, each with its own goal and set of contact fields. For example, you could configure one connection for viewings and a separate one for quote requests.
Examples of webhook connections
- CRM system: Automatically forward leads to your customer management system.
- Email marketing tool: Add new contacts to a mailing list.
- Internal platform: Forward viewing requests or quote requests to the right team.
- Helpdesk: Create support tickets based on conversations with your AI Agent.
Frequently asked questions
Can I test the webhook?
Yes. Save the connection and save your AI Agent. Then start a test conversation with your AI Agent and provide the required details. Check in the receiving system whether the details were received correctly.
What if the webhook isn't working?
Check that the webhook URL is correct, the connection is set to 'Active', and that you saved the AI Agent after creating the connection. Also check in the receiving system whether the webhook is active on their end.
Which systems are supported?
The webhook connection works with any system that can receive an HTTP POST request with form data. This includes CRM systems, marketing tools, internal applications, and more.
How many connections can I set up?
There is no limit. You can set up multiple connections per AI Agent, each with its own goal and contact fields.
Setting up goals for your AI AgentSetting up a webhook with KeyVue