Tutorial
Tutorial - Update IDX Lead Information
Set up a workflow in your LeadConnector account to automatically Update your LeadConnector contacts to IDX Broker.
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LeadConnector Workflows
In HighLevel, go to the Workflows page.
Select the option "Start from scratch".
This is how the new workflow page will look.
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Workflow Trigger
Click on "Add New Trigger", select "Contact Tag" and click on "Save Trigger".
After saving the selected option, this is how the workflow will look.
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Webhook
Click on the "+" action circle to add a new action.
Look for the "Webhook" action and click on it.
Fill in the required fields with the following information:
- Action Name: Webhook
- Method: POST
- URL: https://idxaddons.com/webhook/crm/update-lead-data.php?hash={{custom_values.idxaddons_hash}
Click on "Save Action".
Now let's add Custom Data to the webhook. Click on "Add item" and a new Key and Value field will appear.
Enter the following information:
- Key: contact_id
- Value: click on the label icon and a list of available fields will appear. Select Contact > First Name from the list.
Do the same with the following fields:
- first_name - Contact's First Name
- last_name - Contact's Last Name
- email - Contact's Email
- phone - Contact's Phone
- additional_email - Contact's Additional Email (optional)
- contact_id - Contact's ID
- location_id - Location ID
- lead_id - the custom field "Lead ID IDXAddons"
Click on "Save Action".
After saving the webhook, this is how the workflow will look.
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Publish the workflow
Change the name of the workflow and publish it by turning on the toggle button. Don't forget to save the changes by clicking on the "Save" button at the top right section of the screen.
The created workflow will appear on your Workflow's page.
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Check if the information is updated in IDX Broker.
If you're using the LeadConnector dashboard, the lead information will also be updated.