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Automation & CRM (via Webhooks)

Texterz agents can connect to your existing business tools to automate data entry and workflow triggers using Webhooks.

1. CRM Integration​

While native CRM connectors are being developed, you can currently sync data to any CRM (Salesforce, HubSpot, GoHighLevel) using automation platforms like Make.com or n8n.

How to Sync Leads​

  1. Configure Agent Goal: Set a goal for your agent (e.g., "Collect Email & Phone").
  2. Enable Webhook: In the agent's advanced settings, provide a webhook URL from your automation platform.
  3. Map Fields: When the agent achieves the goal, it sends a structured JSON payload containing the lead's information.

2. No-Code Automation (Make, n8n)​

Connect Texterz to over 5,000+ apps via automation platforms.

Triggering Workflows​

Whenever an agent achieves a goal (e.g., "Lead Qualified"), it can send a signal to your automation workflow.

  • Step 1: Create a Webhook trigger in Make or n8n.
  • Step 2: Provide that URL in your Texterz Bot Settings.
  • Step 3: Use the incoming data to update spreadsheets, send notifications, or trigger other apps.

3. Team Notifications​

You can set up real-time alerts for your team:

  • Slack/Discord: Receive a notification when a high-value meeting is booked or a lead is qualified.
  • Email Alerts: Send internal summaries of completed conversations.

Technical Reference​

For the exact JSON structure of these signals, see the Webhooks Reference.