Export Leads from a Webhook to Iterable

Workflow

Revops

Intermediate

Use Template

This is a 'Workflow' template which means that it is a single standalone workflow.

Some workflow templates can be modified to work with other workflow templates - e.g. to convert a data sync between two services from uni-directional to bi-directional

Overview

Copy

The purpose of this workflow is to capture leads from Tray's Webhook URL and use these to create and update your leads in Iterable.

This workflow is fired every time an HTTP POST call is made to the webhook URL with the lead data:

Prerequisites

Copy

To implement this workflow, you will need the following:

• You have API credentials for the source system that will call the Tray Workflow Webhook and Iterable

Getting Live

Copy

Click the Use Template button to deploy the template in your chosen Workspace.

Then take the following steps to configure the workflow and start submitting leads for processing:

The workflow will then start the process of pulling the leads into Iterable.

End Result

Copy

Key workflow steps

Copy

The following diagram gives a simplified breakdown of the key steps in the workflow:

Standardize

Copy

This Object Helpers step transforms the incoming data from Webhook trigger into a standard object with fields in the following format:

First Name --> first_name

Last Name --> last_name

Lead Source --> lead_source

etc.

For each lead, we will then have a simple object which can be easily accessed by later Iterable steps using jsonpaths such as $.steps.object-helpers-1.result.first_name:

Validate Email

Copy

The lead’s email address is validated for the appropriate user@domain.com format

Create / Update Users

Copy

A search is made for an existing user in Iterable using the lead’s email address as the unique identifier.

If a Iterable user exists, the user record is updated.

A new user record is created if a Iterable user does not exist.