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User Guide › Users & security

Create records from other tools

Give Zapier, Make or your website a secret address that turns each submission into a lead, contact, case or task.

For: Workspace admins

Steps

  1. 1Open Settings → Webhooks → Incoming and select New incoming hook.
  2. 2Name it and choose what it creates — for example Lead.
  3. 3Map fields: for each one, type where it sits in the request (for example contact.email). Fields already named like MetriCRM's are used as they are.
  4. 4Optionally choose a field that identifies a submission (such as submission_id) so repeats are skipped.
  5. 5Save, copy the URL and paste it into the other tool as a webhook (POST, JSON or form).

Good to know

  • Records are created as you, with your permissions, and are assigned automatically like any other new lead or case.
  • Recent requests show what was created, skipped or rejected — with the reason, never the submitted data.
  • If the address leaks, select New URL: the old one stops at once.

Related guides

  • Invite usersAdd colleagues to your workspace and give them a role and seats.
  • Organise teamsTeams decide who sees team work and who receives routed items.
  • Roles and permissionsControl what each role can see and do, down to individual fields.
  • Security policyWorkspace-wide rules for sign-in and two-factor authentication.

Still need help? Contact support

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