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How to push custom CRM field information to other systems using Appointedd webhooks
How to push custom CRM field information to other systems using Appointedd webhooks

Learn how to send custom data points, Unique IDs and Existing IDs for customers from Appointedd's CRM

Madeline avatar
Written by Madeline
Updated over a week ago

🌍 Overview

If you need to include custom information for bookings made via Appointedd to then send this onto another system (eg. an external CRM or marketing platform), you can easily set this up within your Appointedd account.

For this, firstly you'll need to ensure that proprietary data points, such as IDs or tokens are passed onto Appointedd booking widgets - this will mean that data will be stored against the customer within Appointedd.

Any data passed in this manner will also be subsequently sent within our webhook payloads.

This can be useful in scenarios where you already have an existing member_id or token for a logged in user within your system, and want to receive booking data via our webhooks to ensure you’re storing the booking data against the appropriate user within your own system.

⚙️ How to set this flow up

Step 1: Setting up the CRM field

Setup a custom CRM field within your Appointedd account. Ensure this is hidden externally. This ensures we can pass the “one_time_token” to the booking flow, without the user being able to see it, or edit it.

Once the CRM field is created you will see it like this:

Step 2: Injecting the code

When the user lands on your website page which includes an Appointedd booking widget embedded on, you can load the booking widget using the following snippet. The snippet will also inject the “one_time_token” into it. You can read more on this here.

Here is a code snippet which will pass your custom “one_time_token” to the booking flow:

<div id="booking-widget"></div> <script src="<{widget-id}/widget.js>"> </script> <script> appointeddWidget.render('booking-widget',{ preset:{ customer:{ custom_fields:{ "one_time_token": {{PRINT YOUR USERS ONE_TIME_TOKEN HERE}}, } } } }); </script>

Step 3: Setting up the webhooks

Setup a booking created webhook, and include all appropriate details. You can create a Webhook from your Appointedd settings:

  • Hover over the Connect tab

  • Select Create webhooks

  • Give your webhook a comprehensive name

  • Select a webhook trigger - this is the action which will prompt the webhook to send information to the URL

  • Enter the URL of the endpoint to which data should be sent

  • If you wish, you can choose to authenticate your webhooks using basic authentication or a custom header

  • Click save webhook

Once all done, Appointedd will automatically make a POST request to your defined HTTPS endpoint, which will include customer, and booking data within the JSON payload. The “one_time_token” will also be included - you can double check what else is included in webhooks here.

If you have any feedback we would love to hear it 👂

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