⚠️ IMPORTANT: This article refers to the Legacy version of SalesNexus. The Legacy SalesNexus will be sunset by the end of July 2026. It's time to migrate to the new SalesNexus. Here's how to start the process.
If you need help, consider our Migration Training and Full Service Migration packages.
Step 1: Creating Your Webhook Campaign
Now, on the bottom left you'll see an option to add an Email, To Do, Call, Meeting, SMS or Webhook from a dropdown menu. Choose Webhook and then click Add.
Now you'll be taken to the Webhook Template Editor.
Choose an existing brand:
- PrintGenie - sends direct mail
- Zapier - sends data from SalesNexus to other apps
Or create your own new brand for any app you're sending info to:
To create a new brand or edit an existing one, you'll choose the SalesNexus fields that will be included in your webhook:
Include any contact field and any sales field.
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