Sortlist CRM Webhook

Create and update CRM leads from Sortlist webhook events

Webhook URLs

Go to CRM > Configuration > Sortlist Webhook URLs and copy the URL matching the Sortlist event.

Each URL includes the event trigger and the private token:

/sortlist/webhook/<trigger_name>/<token>

Lead mapping

Each webhook URL can be configured from CRM > Configuration > Sortlist Webhook URLs.

For each Sortlist event you can choose:

• Whether it creates a CRM lead or a CRM opportunity.
• The sales team.
• The salesperson.

If no salesperson is configured, new CRM records are created without a salesperson.

Mapped fields

• Lead name: Sortlist payload title, or Sortlist Opportunity <project_id>: <company>.
• Lead source: Sortlist.
• Company: payload company name.
• Website: payload company website.
• Contact: first item in contacts.
• Email and phone: first contact email and phone.
• Sortlist project: stored in sortlist_project_id.
• Sortlist trigger: stored in sortlist_trigger_name.
• Sortlist link: stored in sortlist_opportunity_link.

Every received payload is logged in CRM > Configuration > Sortlist Webhook Events. Processed rows include an Open CRM Record action.