Forward events

Webhooks

Push captured leads to your CRM, Zapier, or a custom endpoint in real time.

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Webhooks let Chatley push captured leads straight to your own systems — a CRM, a Zapier/Make automation, or a custom API — the moment a lead is submitted through one of your lead forms.

Instead of polling for new leads, you give Chatley a URL and it sends each new lead there automatically as an HTTP request.

Before you begin

• Sign in and open the workspace where your lead forms live.
• Have an HTTPS endpoint ready that can accept a POST request. This can be:
  • a Zapier / Make "Catch Hook" webhook URL,
  • a CRM's inbound webhook, or
  • your own API route.

Step 1 — Open the Webhooks tab

1. In your workspace, go to Lead forms.
2. Select the Webhooks tab.

You'll see the Lead Webhooks panel with a field labelled Your Webhook Endpoint URL.

Step 2 — Add your endpoint URL

1. Paste your endpoint into Your Webhook Endpoint URL, for example:

   https://your-api.com/webhooks/leads

2. The URL must be a well-formed http:// or https:// address with a real host. Invalid values are rejected inline — use HTTPS in production.

3. Click Save. When the saved URL matches what's in the field, the panel shows a green Active indicator and a Saved state on the button.

Step 3 — Send a test payload

Once a URL is saved, a Test button appears next to Save.

1. Click Test to send a sample lead payload to your endpoint.
2. A success toast confirms the payload was sent. If it fails, make sure your endpoint is reachable and returns a success response.

tip

Use the test payload to build and verify your integration before real leads start flowing.

What Chatley sends

When a visitor submits one of your lead forms, Chatley sends a POST request to your endpoint with a JSON body describing the lead. A payload looks similar to this (fields depend on your form and whether a call was made):

{
  "name": "Jane Doe",
  "phone": "+15551234567",
  "formId": "665f0c9b2a...",
  "agentId": "665f0a1e77...",
  "createdAt": "2026-07-03T12:34:56.000Z",
  "customData": {
    "company": "Acme Inc.",
    "budget": "5000"
  },
  "summary": "Caller asked about pricing and booked a follow-up.",
  "recordingUrl": "https://.../recording.mp3"
}

note

Custom fields you add to a form appear under customData. Call-related fields such as summary, transcript, recordingUrl, durationSeconds, and cost are included when the lead is linked to a call.

Your endpoint should respond with a 2xx status to acknowledge receipt.

Quote events

If you use the Quote Agent, the same URL also receives quote.created, quote.sent, quote.accepted and quote.declined events, each with the full itemized quote. See CRM & webhooks for the payload.

Using with Zapier

Zapier is the quickest way to get leads into another tool without writing code. Create a Catch Hook trigger in Zapier, copy the hook URL it gives you, and paste that as your webhook endpoint. Every captured lead then arrives in Zapier as a new run, and the rest of the Zap is yours to build.

Make and any other service that accepts an inbound webhook work the same way.

Troubleshooting

Problem	What to check
"Webhook URL must start with http:// or https://"	Enter a complete URL including the scheme and a real host.
Save button stays disabled	The URL is empty or invalid — fix the format shown in the inline error.
Webhook test failed	Confirm the endpoint is live, publicly reachable, and returns a 2xx response.
No leads arriving	Verify the URL is Saved (green Active), and that your forms are collecting submissions.

Next steps

• Talk to Assistant — test your agent live.
• Getting started — workspaces and agents overview.