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Webhook Integration Guide

This guide will walk you through how to set up a Webhook in Seemi CRM to automatically capture lead or prospect data from third-party platforms such as websites, forms, or CRMs.

Prerequisites

WordPress Admin Access
Fluent Forms plugin installed
WP Automator plugin installed (Free or Pro)
A destination webhook endpoint (e.g., your CRM or internal API)

Step 1: Access Integrations

Navigate to the left sidebar
Click Integrations
Scroll down to Prospects Leads section
Click the Webhook card
Copy the webhook Url ( to be used in the coming step )

Step 2: Create a Contact Form in Fluent Forms

Go to Fluent Forms > Forms > New Form.
Add the following fields:
- First Name (required)
- Last Name (required)
- Email (required)
- Phone (required)
- Subject / Message / Remarks (optional)
- Source (optional — e.g., “Website Contact Form”)
For each field, click it and go to Input Customization > Advanced Options:
Set the Name Attributes as follows:
- first_name
- surname
- email
- phone
- source
- remarks

Note: first_name, surname, email, and phone are required fields for successful webhook submission.

Step 3: Set Up Automation with WP Automator

Navigate to Automator > Add New Recipe.
Name your recipe (e.g., “Webhook – New Lead”).
Under Trigger, choose:
- Fluent Forms
- Form is submitted
- Select your Contact Form Demo
Under Actions:
- Select Webhooks → Send data to a webhook
- Paste the copied Webhook URL from Step 1

Important Settings:

Request Method:

Change to GET

Headers:

Add:
- Name: Accept
- Value: application/json

Body (Payload):

Under “Body”, map your Fluent Form fields to these keys:

Key	Type	Value (Token from Form)
first_name	Text	First Name
surname	Text	Last Name
email	Text	Email
phone	Text	Phone
source	Text	Source
remarks	Text	Subject and/or School (if any)

Combine Subject and School into remarks if both are used.

Step 4: Save and Go Live

Click Save for the action and recipe.
Toggle the Live switch on the top-right of the recipe.
Submit a test entry using the Contact Form.
Make sure To-do the mapping correctly
After submitting the form, You should be able to check the entry record in Prospects in the dashboard.

Step 5: Monitor & Troubleshoot

Go to Automator > Recipes > View Logs.
You’ll see “Completed Runs” with status per entry.
Check your receiving endpoint (e.g., CRM) to confirm data is coming through.
Make sure the Recipe status is Live. ( go to recipe and turn on the button)

Sample Payload Sent json Copy Edit

{
“first_name”: “John”,
“surname”: “Doe”,
“email”: “[email protected]”,
“phone”: “+1234567890”,
“source”: “Website Contact Form”,
“remarks”: “Interested in Math – Greenwood High School”
}

Troubleshooting Guide

Having issues with the webhook? Here are common problems and solutions:

Problem	Cause	Solution
No data received	Using `GET` method	Switch method to `POST` in Webhook Action
Only partial data received	Missing form field mapping	Check field “Name Attributes” in Fluent Forms match webhook keys (e.g., `first_name`, `surname`)
Webhook failed in logs	Invalid JSON or field missing	Ensure all required fields are filled: First Name, Last Name, Email, Phone
No entry in logs	Form not triggering the recipe	Verify the correct form is selected in the trigger and that the recipe is Live
500/Internal Server Error	Server rejected the request	Confirm the receiving server supports `application/json` and accepts POST with body
Combined field not clear	Remarks field includes multiple tokens	Format Subject + School clearly (e.g., “Subject: Math

Need Help?

Check Automator > View Logs to see submission status
Use a tool like Webhook.site to test your payload structure
Contact our support team with logs or screenshots for assistance

Common Questions

A Webhook allows automatic data sharing between your website forms and your CRM. It helps capture lead details instantly without manual data entry.

You’ll need Fluent Forms to create your form and WP Automator (free or pro) to send the form data to your Webhook endpoint.

The required fields are first name, surname, email, and phone. If any of these are missing, the data won’t send correctly.

Submit a test form, and then go to Automator → Recipes → View Logs. You should see “Completed Runs” confirming successful submissions.

Check your form field mappings and make sure your recipe is Live. Also confirm the receiving server accepts application/json data.

Yes, use a free tool like webhook.site to test your payload and confirm it’s structured correctly before connecting it to your live system.