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 adminsSteps
- Open Settings → Webhooks → Incoming and select New incoming hook.
- Name it and choose what it creates — for example Lead.
- Map 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.
- Optionally choose a field that identifies a submission (such as submission_id) so repeats are skipped.
- Save, 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.
Still need help? Contact support