Webhooks offer a simple and efficient way to automate processes by enabling real-time data transfer between services. They allow OttoMatey to send notifications or trigger specific actions when predefined events occur, making workflows seamless and integrations more powerful.
This guide will help you set up webhooks to ensure smooth communication between OttoMatey and other platforms you use.
Accessing Webhook Settings
Navigate to Webhook Settings:
Go to the Integrations tab in OttoMatey.
Locate the Webhook integration and click Connect.
Explore Webhook Configuration Options:
Webhooks Tab: View and manage existing webhooks or create new ones.
Label Settings Tab: Toggle specific labels to trigger webhooks.
Base Settings Tab: Configure how prospect data is exported from OttoMatey.
Base Settings Configuration
For each field in Base Settings, you can choose the format:
Default: Displays only relevant information.
Default + Number: Adds an item number to the relevant information.
Date Time: Includes the date and time the data was pulled.
Disabled: Excludes the field from the data export.
How to Connect Zapier to OttoMatey Using Webhooks
Step 1: Create a Zap in Zapier
Log into your Zapier account and click + Create Zap.
Choose a Trigger:
Search for Webhooks and select it.
Set the Event:
Choose Catch Hook as the event and click Continue.
Leave the Child Key field empty and click Continue again.
Copy the Webhook URL provided by Zapier.
Step 2: Configure the Webhook in OttoMatey
Go back to OttoMatey, navigate to the Integrations tab, and select Webhook.
Click Manage, then Create New Webhook.
Paste the copied Zapier Webhook URL into the Callback URL field.
Select a trigger for the webhook (e.g., "When prospect is marked as Lead").
Tip: Use one trigger per webhook to avoid confusion. If you need multiple triggers, set up separate webhooks for each.
5. Click Test to ensure the webhook is working.
Step 3: Finalize Your Zap
Return to Zapier and click Test Trigger.
You should see a confirmation that the test was successful.
Click Continue with Selected Record.
Choose the app to connect to (e.g., Google Sheets).
Set the Action:
Select Create Spreadsheet Row.
Sign in to the app and click Continue.
Step 4: Configure Data Mapping
Select the following options:
Drive: The Google Drive containing your spreadsheet.
Spreadsheet: The specific spreadsheet to update.
Worksheet: The worksheet within the spreadsheet.
Match your OttoMatey fields to the headers in your spreadsheet. Ensure headers are pre-set in the spreadsheet (e.g., Name, Email, Phone).
Click Continue, test the step, and click Publish to activate your Zap.
Step 5: Test the Integration
Go back to OttoMatey, mark the desired prospects as Leads, and watch them appear in your spreadsheet within minutes.
Why Use Webhooks with OttoMatey?
By properly configuring webhooks and app integrations, you:
Save time by automating repetitive tasks.
Ensure real-time data transfer between OttoMatey and other platforms.
Reduce manual errors, keeping your workflows smooth and efficient.
Start leveraging webhooks today and let OttoMatey handle the heavy lifting for you!
Our Customer support team and Otto, our AI bot, are here to help. Adjust your sliders wisely and let OttoMatey optimize your outreach!