38. Do visitors need to submit a form before entering a webhook workflow?

38. Do visitors need to submit a form before entering a webhook workflow?

No. Visitors do not need to submit a form to enter a webhook workflow.

How it works

The webhook is built for visitors who reach your site without filling out a form. When an in-market candidate visits your franchise development site, accepts your cookie consent, and is successfully identified, Franchise Ninja can send that profile to your CRM or email platform automatically.

Why this matters

Most website visitors never fill out a form. Without identification, those visitors leave and your team never knows they were there. The webhook gives you a way to start a timely, relevant next step, such as an educational email or retargeting, for people who are interested but have not raised their hand.

Keep form leads and identified visitors separate

  • Submitted forms should continue to flow through your normal lead process.

  • Identified visitors should get a distinct CRM status, such as suspect or MQL, and an educational nurture path.

Webhook setup is found under Configuration > Users > Edit User > Other Integration. Instant email notifications must be turned on for the webhook to fire.

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