Lead recovery using low-code/no-code tools

Lead recovery using Low-Code/No-Code tools will allow you to send your leads to one or more systems depending on your needs.

In this case, we will show you how to configure workflows on different low-code/no-code tools. If you've never manipulate these tools and you're just starting out, everything will be detailed. If you have any problems, you can contact our services! 😉

Goal

The solution that will be presented to you here can be adapted according to your needs and to the tool to which you wish to send your leads. If you change tools along the way, keep the "Webhook" node and simply modify the created workflow 😉. This solution will always work!

Preparation

Case : HubSpot destination

In order to create your Workflow, you will need to retrieve your HubSpot API key.

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In the search field, which you can see on the left of the screen above, you will launch the following search: "API key" and going down in the results of your search you will click on this result:

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You can then tell HubSpot that you're not a robot and retrieve your HubSpot API key.

ℹ️ After recovering the HubSpot API key, you will need to keep it, it will be useful when creating your Workflow on n8n.

Case : Integrate destination

In order to be able to create your workflow, you will first need to know what information to send. To do this, you must first have set up a source for your campaign with the fields requested in your Mini-Book form at Appvizer as mandatory fields.

By going to the "Campaigns" tab and then "Sources" on your Integrate account, you will see your different sources. Once you are on the source you are interested in, configure it and you will be able to retrieve an example of Endpoint API (see image below). This Endpoint API will allow you to send data to Integrate!

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You will need, from this example, to retrieve the POST request url and the example body to complete like this:

{
"first_name":"",
"last_name": "",
"email": "",
"employee_size": "",
"job_level": "",
"opt_in": true
}

Low-Code tool : n8n

Beginning of n8n workflow

Now you are on n8n, and more precisely on the page for creating a new Workflow. You can specify a title, add tags, etc. But what interests us now is to be able to add the nodes that will be useful to you.

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On the page of your new Workflow, there is already a "Start" node. This node should not be deleted but will not be used later and if it bothers you, you can even move it so that it does not bother you.

On this same page, you can see a "+" button. Click on this button and search for the "Webhook" node, you just have to click on the search result to add it and see it appear on your Workflow as below.

image (8)-png

By clicking on this node, you will see the following window appear:

image (9)-png

✔️ In this window, it is important to modify the value of the "HTTP Method" field so that it is "POST" and not "GET".

ℹ️ Also, an important point: You must imperatively provide us with the "Production URL" through your company contact in order to be able to connect your n8n to the list of your leads registered with Appvizer.

Then you will need to add a second node which will be connected to the "Webhook" node. To do this, simply click on the small "+" displayed next to your "Webhook" node and search for the "HTTP Request" node. Once this new node is added, you should see this:

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You will only have one step left which is the configuration of the "HTTP Request" node.

HTTP Request node: Case HubSpot

As for the first node, we will now click on "HTTP Request" to open its configuration window like this:

image (11)-png

You will find that our fields are already filled in, but we will accompany you so that yours are too.

Here are the steps by field:

  • Request Method: It is necessary to change the value of this field to "POST".
  • URL: In two steps,

⚠️ If your HubSpot API key was "123456" then your URL would be "https://api.hubapi.com/crm/v3/objects/contacts?hapikey=123456"

  • Response Format & JSON/RAW Parameters: These fields will look exactly like the image of our setup at the start.
  • Body Parameters: click on the field and enter the following code.
{
"properties": {
"company": "",
"email": "",
"firstname": "",
"lastname": "",
"phone": "",
"website": ""
}
}

image (12)-png

Once all this is done, all you have to do is save and activate your Workflow and as soon as everything is connected on the Appvizer side, you will start receiving your leads in HubSpot in the form of "contacts".

HTTP Request node: Case Integrate

As for the first node, we will now click on "HTTP Request" to open its configuration window like this:

image (13)-png

You will find that our fields are already filled in, but we will accompany you so that yours are too.

Here are the steps by field:

  • Response Format & JSON/RAW Parameters: These fields will look exactly like the image of our setup at the start.
  • Body Parameters: click on the field and enter the following code.
{
"first_name": "",
"last_name": "",
"email": "",
"employee_size": "",
"job_level": "",
"opt_in": true
}

image (12)-png

Once all this is done, all you have to do is save and activate your Workflow and as soon as everything is connected on the Appvizer side, you will start receiving your leads on Integrate.

Low-Code tool : Zapier

Sending leads to HubSpot

In case you want to use Zapier. Here is a simple example of a workflow that will allow you to collect your leads as a contact on HubSpot.

image (14)-pngThis workflow is composed of 3 nodes:

  1. Webhooks by Zapier
  2. Code by Zapier
  3. HubSpot

The first node allows you to retrieve information about a lead when it appears at Appvizer. Its configuration is as follows:

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ℹ️ Also, an important point: You must imperatively provide us with the URL of the Webhook through your company contact in order to be able to connect your n8n to the list of your leads registered with Appvizer.

The second node allows us to retrieve the information that interests us from the webhook. It corresponds to a very short piece of JavaScript code with an upstream variable declaration.

First you need to set the Event to Run JavaScript and then you need to configure the node as follows:

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The third node allows you to create the contact on HubSpot by sending the information collected from the webhook (first name, last name, phone, email, company size, position held).

First, you configure the node event on "Create Contact", then you choose the account used (connection to HubSpot). Finally, in the "Set up action" section, you will match each of the data points retrieved with the fields that suit you in order to be able to create your contact.

You can then publish your workflow and once your webhook URL is registered with Appvizer, you will start receiving your leads automatically as contacts on HubSpot.