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Zapier and Webhooks: A User Integration Guide

Updated over 2 weeks ago

Overview

Simplify your processes and save valuable time by connecting your favorite apps using Spark’s Webhooks feature and Zapier integration. In this training session, our Product team walks you through:

  • How to set up webhooks using GoHighLevel

  • Build automated workflows (or “Zaps”)

  • Streamline your processes to seamlessly sync contact information across supported third-party platforms

Watch the session below to learn how Spark can help you automate tasks, minimize manual effort, and create a more efficient, connected workflow between your tools.

Video

FAQs

Do I need my own Zapier account?

Yes you do, you can get pricing options at https://zapier.com/app/planbuilder/plans

Why can’t I send more fields over Zapier?

Zapier is not HIPAA-compliant, so we can not add any fields that have PHI.

Does the webhook trigger for every contact created?

Right now, the webhook only triggers once a policy has been added to a contact and for every update after that. We are planning to update this in the future to be more configurable.

Will the webhook send over every client in my book?

The webhook is trigger based, so it will trigger for every change after setting it up. You will have to make some sort of update for it to work retroactively (or wait for an update to happen).

What if my CRM doesn’t natively accept webhooks? Such as AgencyBloc and Salesforce?

If your CRM does not natively accept webhooks, you will have to work with a third-party integrator to build what is necessary to capture the webhook and store it in your platform.

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