Configure Webhook Lead Ingestion

Set up external marketing campaign webhooks to automatically capture leads in the platform without manual data entry.

Prerequisites

• OrganizationAdmin role
• Access to Organization Settings

Steps

1. Navigate to Organization Settings → Webhooks.
2. Click Add Webhook Source to create a new webhook configuration.
3. Configure the unique endpoint URL that the external campaign system will POST to.
4. Set up the FieldMapping — map each incoming webhook payload field to the corresponding lead profile field:
   • Map required fields (e.g., name, email, phone)
   • Optionally map clinicId to route leads to a specific clinic
   • Map sourceDetail to capture the campaign ID
5. Click Save to activate the webhook source.
6. Test the integration by sending a sample payload to the configured endpoint URL and verifying a lead is created in the platform.

Notes

• Each webhook source has a unique endpoint URL and its own field mapping configuration.
• If a webhook payload is missing a required mapped field, the platform rejects the payload and logs the failure in the AuditLog.
• In AUTO_ASSIGN mode: leads with a valid clinicId in the payload are auto-assigned to that clinic. Leads without a clinicId become Unassigned Leads.
• In MANUAL_ASSIGN mode: all webhook leads are created as Unassigned Leads pending OrganizationAdmin confirmation, regardless of clinicId in the payload.
• Only OrganizationAdmins can create, edit, or delete webhook sources — ClinicAdmins and other staff cannot access this configuration.