Integrated Webhooks - Using broadcast to manage opportunities
In this broadcast use example, a webhook was created that adds to the lead the products they buy in an e-commerce store, through custom objects, and then updates their stage in the CRM.
General concept of broadcast
Broadcast in Sprinthub is a signal that can be sent and received at different points in the platform, always related to a lead. In an automation, a broadcast must be emitted (by an action) and, at another point, received (as a trigger). Currently, broadcast triggers and actions are available in CRM automations, SAC 360°, chatbots, and automation flows.
Store funnel - creating stage automation
The goal is that, when the lead registered on the website completes an order, a broadcast is sent and received in the CRM, triggering a stage automation. This automation uses the event 'Broadcast received' as its trigger and changing the opportunity funnel/stage as its action. Upon receiving the webhook signal, the identified lead, if it has an opportunity in the 'Registered Leads' stage, will have its opportunity moved to the 'Active Customers' stage.
Completed purchase webhook
As an example, a webhook was created and mapped to expect basic order data, such as the cart containing the products, their prices and names, the buying customer's name, and their email and WhatsApp.
The cart is mapped as a list of objects, allowing multiple custom objects to be created for the lead through extra actions, one for each item in the list.
The 'Identify By' field with WhatsApp will be used to identify the lead (if it already exists) on the platform through its WhatsApp number.
Simulating a purchase trigger
As an example, the following trigger will be performed using the Postman software, in the mapped format above.
Purchase trigger result
We can verify the result of the automations by checking whether the lead was moved to a stage, received the message, and correctly executed the webhook, through the lead history.
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