Who sets up and tests the CRM webhook before launch?
Webhook setup is a shared effort between your team and ours.
Your team
Provides the endpoint URL, either your CRM's inbound URL or a Zapier catch hook
Gives access to the CRM or Zapier account, if you want our help
Confirms how identified visitors should be labeled and routed
Our team
Helps configure the webhook in Franchise Ninja under Configuration > Users > Edit User > Other Integration
Sends test records with Test Postback Now
Helps map fields to your CRM
Confirms the notification rules that trigger the webhook
Testing before launch
Send a sample record with Test Postback Now and confirm it arrives in your CRM.
Check that the fields map correctly and that labels such as suspect and Franchise Ninja are applied.
Confirm workflows trigger as expected.
Validate with a real event. Sample data shows the structure, but a real identified visitor confirms the full payload and the end-user experience, such as the first nurture email.
After the first real records arrive, review them with our team and adjust mapping or workflows as needed.
