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Currently, we support two methods of sending out recently qualified leads webhook and zapier.

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Webhooks

  1. Navigate to your agents edit page and scroll down to the Webhook URL field to enter where you’d like opportunity records to be passed to as a POST request.
webhook_payload_example.json
{
  "id": 123,
  "name": "Daniel Brooks - 2025-11-25 12:09:12",
  "status": "qualified",
  "summary": "Lead Daniel Brooks expressed desire to save costs and help the environment. Property is a house located in Texas area. Has access to grants/financing; pricing will be provided via a quote based on system size.",
  "follow_up_type": "email",
  "contact": {
    "first_name": "Daniel",
    "last_name": "Brooks",
    "company": null,
    "email": "danielbrooks@example.com",
    "phone": "+123456789"
  },
  "agent": {
    "id": 1,
    "name": "Onboarding demo"
  },
  "created_at": "2025-11-25 12:09:12"
}
  1. As you can see above, the JSON payload will be sent to your desired POST route. We don’t attempt to send this again if it fails currently. If you are experiencing failed webhook events, please get in touch and we will attempt to resend once fixed on your end.

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Zapier

We currently have Zapier trigger support implemented to allow Zapier to listen for new qualification entries.
Zapier Integration is currently in BETA. Please use at your own risk!

Zapier Supmaya Integration

Try out our newly integrated Zapier Trigger feature to seamlessly send opportunities straight to your current qualification flow.