How to Create a Webhook to Post into Bluerock Campaigns

This article outlines the steps to create a webhook that posts to Bluerock campaigns in the CRM. It is organized into the following three steps:

• Step 1: Create A Webhook
• Step 2: Add Fields To Webhook
• Step 3: Bluerock Leads Posting into FORTH
• Step 4: Implementing the Webhook
   

Step 1: Create A Webhook

Go to the Contacts tab and select Webhooks from the navigation bar. 

Enter information for the Webhook Title, URL, and Method.

• Webhook Title: We suggest something like "Bluerock - *Name of Campaign*" this will help later when or if you have multiple Webhooks for multiple campaigns.
   
• Webhook URL: Paste https://web3.1bluerock.com/communicator/  into the input field. This should be the same for everyone posting to Bluerock.
  • IMPORTANT: Either "https://web3.1bluerock.com/communicator/" or "https://web102.1bluerock.com/communicator" should work. Check with Support to determine which (or check your Bluerock Phone Settings in the FORTH CRM).
     
• Method: Select "Post"
   
• Port and Authentication: Leave these fields blank, as they will not be used for this post.

Once you have entered this information, click Save Webhook.

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Step 2: Add Fields To Webhook

Enter the key-value pairs that will be posted into the Bluerock campaign.  

Once you click Save Webhook, new options appear below the general Webhook settings. You will add the Key Value Pairs here.

Field Name is the Key that Bluerock will want to be passed to them. It is used to identify the information being passed into their system and needs to match what they expect it from in their system. They need to be entered verbatim for the Webhooks to function successfully.

Value is the data we are passing for the key. For example, the Key "first_name" would pass the value "Jeff" if the data saved on the contact for the first name is "Jeff'. 

Adding a Standard or Custom Field

First, enter the Key (Field Name) as provided in the table below. In the example, you are adding the Key Value Pair for the contact's first name to be passed into Bluerock. Again, this needs to be entered exactly as Bluerock expects it. Enter the Key (Field Name) exactly as provided in the table below.

Next, the dropdown menu for Value contains all Custom and Standard Fields. For Key (Field Name) where you are passing one of these, select the field from the dropdown menu like in the example above (the standard field "First Name").

Once ready, click Add, and the value pair will be added to the Existing Fields of the Webhook, as shown below.


Add a Custom Value
Sometimes, you will want a constant value passed for the Key (Field Name). In the example above, we are adding a Key Value Pair for the Bluerock campaign, so we want the value for that Key (Field Name) to be passed with the same value every time the Webhook runs.

Start as usual and enter the Field Name as provided in the table below; "campaign". Next, in the Value menu, select "---Custom Value---", another input field will appear for you to then enter the constant value that will be passed for that Key (Field Name). In this example, every time this post runs it will pass the Value "example" (the campaign name in Bluerock) for the Key (Field Name) "campaign".

 

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Field Table - Below is the table of fields and values we suggest to add to the Webhook

Once set up, your webhook should appear similar to the image below.

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Step 3: Bluerock Leads Posting into FORTH

TIP: We suggest adding the WebHooks to a Data Source so that imported leads are immediately posted to the Bluerock campaign to be called. 

Bluerock can automatically create contact records in the FORTH CRM via the Data Source that is selected in the Bluerock Settings. Essentially this setting option allows FORTH to tell Bluerock which Data Source to post leads into without needing to manually provide them with a Post URL.

1. Assign, or if one does not exist, create a new Web Form-based Data Source in the CRM (properly named) and select it from the Data Source dropdown menu (see image below).

2. Once Bluerock posts the first test lead, complete the field mappings by editing the data source again (advise the client to keep you posted on when the first test lead is sent over). When mapping, the field Source should be mapped to FORTH's Campaign field. Clients should create Campaigns in their CRM to correspond to the sources that Bluerock is posting over.

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Step 4: Implementing the Webhook

3. Now, go to the Contacts Tab and select Data Source from the navigation bar. 

4. Once on the Data Source page, select the data source to which you want to add the Webhook.

5. Scroll down to the bottom, below the Assignment Options, to the WebHooks section (see the image below).

Highlight the Webhook you want with the Data Source and click Save Data Source on the navigation bar.

Other options for implementing Webhooks are available in our Configuring WebHooks help center article.

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