Integrated Webhooks - Using broadcast to manipulate opportunities

In this example of using broadcast, a webhook was created that adds to the lead the products they purchase in an e-commerce, 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 of the platform, always related to a lead. In an automation, a broadcast must be emitted (by action) and, at another point, received (as a trigger). Currently, broadcast triggers and actions are available in CRM automations, 360º SAC, chatbots, and automation flows.

Store funnel - creating stage automation

The goal is that when the lead registered on the site completes an order, a broadcast is sent that will be received in the CRM and will trigger a stage automation. This automation has the trigger 'Broadcast received' and the action of changing the opportunity funnel/stage. Upon receiving the webhook signal, the identified lead who has an opportunity in the 'Registered Leads' stage will have their opportunity moved to the 'Active Customers' stage.

Purchase completed webhook

As an example, a webhook was created and mapped that expects to receive basic order data, such as the cart containing the products, their prices and names, the buyer's name, their email and WhatsApp.

The cart is mapped as a list of objects, allowing, through extra actions, multiple custom objects to be created for the lead, one for each item in the list.

The field 'Identifier For' with WhatsApp will be used to identify the lead (if it already exists) on the platform, through their WhatsApp number.

Simulating purchase trigger

As an example, the following trigger will be performed using the Postman software, in the format mapped above.

Result of the purchase trigger

We can check the result of the automations by verifying whether the lead was moved stages, received the message and correctly executed the webhook, through the lead's history.