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How to Create Webhooks for Incoming Leads

This article teaches you how to create webhooks to ingest lead data into Opta - helpful for connecting landing pages & form tools with Opta.

Cole Bridge avatar
Written by Cole Bridge
Updated this week

Why Use Webhooks

Webhooks simplify lead collection in two key scenarios:

  1. Direct integration with your tools - Connect landing pages and Facebook lead forms to Opta without API documentation or middleware platforms

  2. Vendor compatibility - Work with lead vendors who can't send data in full JSON API format

Common Use Cases

  • Facebook form ads β†’ Opta

  • Form tools β†’ Opta

Step 1: Create Your Webhook

  1. Navigate to a campaign and manage it

  2. Click Webhooks in the campaign management left side nav

  3. Click Create New Webhook

  4. Select your lead source from the dropdown of active sources (e.g., Google, Facebook, etc.)

  5. Copy the unique webhook URL that appears

Step 2: Configure Your Lead Source

For Third-Party Vendors

Share the webhook URL with your vendor and request they send a test lead. They can use any parameter naming convention they prefer (e.g., first or FN for first name) since you'll map fields in the next step.

For Internal Tools (Landing Pages, Funnel Builders)

Most marketing tools have an integrations section where you can:

  1. Select "Webhook" as the integration type

  2. Paste your Opta webhook URL

  3. Save the configuration

Step 3: Send a Test Lead

Before you can map fields, you need to send a test lead through your webhook. This can be done by:

  • Having your vendor send a sample lead

  • Submitting a test form on your landing page

Step 4: Map Your Fields

  1. Return to the webhook configuration in Opta

  2. Click Check for New Test

  3. Select your test lead when it appears

  4. Review the incoming data to ensure all necessary fields are present

  5. Click Continue with selected lead

On the field mapping screen:

  • Left column: Shows Opta fields active for your campaign

  • Right column: Where you map incoming webhook data

Map each field by either:

  • Typing the incoming parameter name

  • Clicking to select from available options

Step 5: Save and Activate

  1. Click Save field mapping

  2. Ensure all required fields are mapped (you cannot proceed without mapping required fields)

Important: Make sure your lead source includes all required fields. These requirements are listed in the webhook instructions you can share with vendors.

What Happens Next

Once configured, leads automatically flow through this process:

  1. Your source sends lead data to the webhook URL

  2. Opta receives and processes the data using your field mappings

  3. Leads are posted out of Opta to your target endpoints

Troubleshooting

Cannot save field mapping?

  • Verify all required fields are mapped

  • Check that your lead source is sending all necessary data

Test lead not appearing?

  • Confirm the webhook URL was copied correctly

  • Verify your source successfully sent the test

  • Check any firewall or security settings that might block webhooks

Need to update field mappings?

  • Return to the webhook settings

  • Send a new test lead

  • Remap fields as needed


Still have questions? Drop us a note at [email protected] and we're happy to help.

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