CRM Integration (Custom Webhooks)

Connect any custom or niche CRM to BotDesk using our flexible webhook system. If we don't have a native integration yet, this is the best way to sync your leads.

What It Does

The Generic CRM integration allows BotDesk to send lead data, conversation transcripts, and custom attributes to any system that provides an HTTP endpoint. This is perfect for custom-built CRMs, marketing automation tools, or internal databases.

Setup Instructions

Step 1: Get Your Endpoint

In your CRM or database, create a new Webhook URL.
Note the authorization requirements (e.g., API Key in the header).

Step 2: Configure in BotDesk

Go to Actions → Custom Webhooks in the dashboard.
Enter your Destination URL.
Choose the HTTP Method (usually POST).
Header Config: Add any required auth headers (e.g., Authorization: Bearer YOUR_TOKEN).

Step 3: Map the Payload

Define the JSON structure you want to send. You can use dynamic variables like:

{{lead_name}}: The name captured by the AI.
{{lead_email}}: The lead's email address.
{{transcript_url}}: A link to the full conversation log.
{{sentiment}}: The AI-detected mood of the user.

Example Payload

{
  "event": "new_lead",
  "data": {
    "full_name": "{{lead_name}}",
    "contact": "{{lead_email}}",
    "source": "BotDesk AI",
    "log": "{{transcript_url}}"
  }
}

Monitoring & Debugging

Webhook Logs: Check the "Logs" tab in the Webhook settings to see every request sent and the response code returned by your CRM.
Retries: If your server is down, BotDesk will automatically retry failed webhooks 3 times over 24 hours.

CRM