Webhook Setup Guides

Prerequisites

• Active Zapier account (free or paid plan)
• Access to your Buying Buddy dashboard
• Basic understanding of Zapier's trigger and action concept

Step 1: Create a New Zap

1. Log into your Zapier account at zapier.com
2. From your dashboard, click the "Create Zap" button (usually located in the top navigation or main dashboard area)
3. You'll be taken to the Zap editor where you can configure the trigger and actions
4. Give your Zap a descriptive name such as "Buying Buddy Lead Alerts" or "New Property Inquiries"

Step 2: Set Up the Webhook Trigger

1. Click "+Trigger" to choose app
2. Search for "Webhooks" in the app selection dropdown
3. Select "Webhooks" (by Zapier) from the results
4. Choose "Catch Hook" as the trigger event
5. Click "Continue" to proceed to the "Test" step.
   Skip the "Configure" step (leave the "Pick off a Child Key" field empty for now).

Step 3: Configure the Webhook Settings

1. On the "Test" step, Zapier will automatically generate a unique webhook URL for your Zap
2. Copy the webhook URL provided by Zapier (it will look like: https://hooks.zapier.com/hooks/catch/xxxxxxx/xxxxxxx/)
3. Leave this panel open - don't click Test Trigger just yet

Step 4: Configure the Webhook in Buying Buddy

1. Open a new browser tab and log into your Buying Buddy dashboard
2. Navigate to Menu Leads > [CRM / Lead Settings] Notifications and Alerts
3. Locate the notification trigger you want to automate (such as "New Lead" or "Property Viewed Multiple Times")
4. Click the "Configure" button for that trigger
5. In the webhook configuration modal:
   • Select "Zapier" from the Platform dropdown
   • Paste the webhook URL you copied from Zapier into the "Webhook URL" field
   • Leave OAuth authentication disabled unless specifically required

Step 5: Test the Connection

1. In the Buying Buddy webhook configuration modal, click the "Save and Send Test" button
2. You should see a success message indicating the test was sent
3. Return to your Zapier tab
4. Click "Test Trigger" to verify Zapier received the test data
5. If successful, you'll see the sample webhook data from Buying Buddy
6. Click "Continue" to proceed to setting up your actions

Step 6: Set Up Your Actions

Now that your webhook trigger is working, you can add actions to your Zap. Popular actions include:

• Email notifications: Use Gmail, Outlook, or SMTP modules to send alerts
• SMS alerts: Connect to Twilio or similar services for instant notifications
• Send Marketing Emails Send marketing campaigns from Mailchimp
• External CRM integration: Create or update contacts in Follow Up Boss, HubSpot etc
• Team notifications: Post to Slack channels or Microsoft Teams
• Tracking: Log information to Google Sheets or Airtable

For field mapping, reference the Complete Webhook Data Reference section for available data fields and structure.

Step 7: Activate Your Zap

1. After configuring all desired actions, review your Zap settings
2. Click "Publish Zap" or "Turn on Zap" to activate it
3. Return to Buying Buddy and save your webhook configuration
4. Your automation is now live and will trigger when the selected events occur

Troubleshooting

• Webhook not receiving data: Verify the URL was copied correctly and contains no extra spaces
• Test fails: Ensure your Zap is in "draft" mode and the webhook trigger is properly configured
• Missing data fields: Check the webhook payload structure in the data reference section

Prerequisites

• Active Make.com account (free or paid plan)
• Understanding of Make.com's visual scenario builder
• Access to your Buying Buddy dashboard

Step 1: Create a New Scenario

1. Log into your Make.com account at make.com
2. From your dashboard, click "Create a new scenario"
3. Give your scenario a descriptive name like "Buying Buddy Lead Processing" or "Property Inquiry Automation"
4. You'll see the visual scenario editor with a single starting module placeholder

Step 2: Add the Webhook Module

1. Click the "+" button in the scenario editor to add a new module
2. In the app search field, type "Webhooks"
3. Select "Webhooks" from the search results
4. Choose "Custom webhook" from the available webhook options

Step 3: Configure the Webhook

1. Click "Create Webhook", then in the webhook configuration dialog, provide a name for your webhook (e.g., "Buying Buddy Leads")
2. Leave all other settings at their default values
3. Click "Save" to create the webhook
4. Make.com will generate a unique webhook URL
   (looks like: https://hook.us2.make.com/xxxxxxxxx)
5. Copy this URL - you'll need it for the next step
6. Click "Save"
7. Click "Run Once" in the bottom options of the scenario editor. You will now see that the scenario is "waiting for data".

Step 4: Configure the Webhook in Buying Buddy

1. Open a new browser tab and log into your Buying Buddy dashboard
2. Navigate to Menu Leads > [CRM / Lead Settings] Notifications and Alerts
3. Find the notification trigger you want to automate (such as "New Lead" or "Property Viewed Multiple Times")
4. Click the "Configure" button for that trigger
5. In the webhook configuration modal:
   • Select "Make.com" from the Platform dropdown
   • Paste the webhook URL you copied from Make.com into the "Webhook URL" field
   • OAuth authentication is typically not required for Make.com webhooks

Step 5: Send Test Data

1. In the Buying Buddy webhook configuration modal, click the "Save and Send Test" button
2. You should see a success message confirming the test was sent
3. Return to your Make.com scenario tab
4. The webhook module should now show "Successfully determined" with a green checkmark
5. Click on the webhook module to view the received test data

Step 6: Build Your Automation

Now that your webhook is receiving data, you can add modules to process the information. Common automation patterns include:

• Email notifications: Use Gmail, Outlook, or SMTP modules to send alerts
• SMS alerts: Connect to Twilio or similar services for instant notifications
• Send Marketing Emails Send marketing campaigns from Mailchimp
• External CRM integration: Create or update contacts in Follow Up Boss, HubSpot etc
• Team notifications: Post to Slack channels or Microsoft Teams
• Tracking: Log information to Google Sheets or Airtable

To add modules:

1. Click the "+" button to the right of your webhook module
2. Search for and select the service you want to integrate
3. Choose the appropriate action (send email, create contact, etc.)
4. Map webhook data fields to the module's input fields

For field mapping, reference the Complete Webhook Data Reference section for available data fields and structure.

Step 7: Test and Activate

1. Once you've configured all modules, click "Run once" to test your scenario
2. Verify that all modules execute successfully
3. If everything works correctly, turn on the scenario by clicking the "ON" toggle
4. Set your desired execution schedule (immediately, every 15 minutes, etc.)
5. Save your webhook configuration in Buying Buddy

Screenshot: Make.com scenario execution and activation controls

Troubleshooting

• Webhook stuck on "Waiting for data": Ensure you've sent test data from Buying Buddy and the URL is correct
• Scenario not triggering: Check that the scenario is turned ON and verify webhook configuration
• Module execution errors: Review module configuration and ensure required fields are mapped correctly

Prerequisites

• Active GoHighLevel account with workflow permissions
• Understanding of GoHighLevel's automation features
• Access to your Buying Buddy dashboard

Step 1: Create Your Workflow

1. Log into your GoHighLevel account
2. From the main navigation, go to Automation > Workflows
3. Click "Create Workflow" to start building your automation
4. Choose "Start from Scratch" (rather than using a template) to proceed to the workflow builder

Step 2: Add Webhook Trigger

1. In the workflow builder, give your workflow a descriptive name such as "Buying Buddy New Leads" or "Property Inquiry Follow-up"
2. You'll see a starting point with "Add New Trigger"
3. Click "Add New Trigger"
4. From the trigger options, search for then select "Inbound Webhook"

Step 3: Get the Webhook URL

1. After selecting "Inbound Webhook", GoHighLevel will automatically generate a unique webhook URL
2. Copy the URL provided using the copy icon at the end of field (it will be a long URL specific to your account and workflow)
3. Important: Do NOT save the trigger yet - GoHighLevel needs sample data to generate the field mapping before you can save
4. Keep the trigger configuration window open - you'll return here after sending test data

Step 4: Configure the Webhook in Buying Buddy

1. Open a new browser tab and log into your Buying Buddy dashboard
2. Navigate to Menu Leads > [CRM / Lead Settings] Notifications and Alerts
3. Locate the notification trigger you want to automate (such as "New Lead" or "Property Viewed Multiple Times")
4. Click the "Configure" button for that trigger
5. In the webhook configuration modal:
   • Select "Go High Level" from the Platform dropdown
   • Paste the webhook URL you copied from GoHighLevel into the "Webhook URL" field
   • OAuth authentication is typically not required for GoHighLevel webhooks

Step 5: Send Test Data and Complete Trigger Setup

1. In the Buying Buddy webhook configuration form, click the "Save and Send Test" button
2. You should see a success message indicating the test was sent
3. Return to your GoHighLevel workflow tab
4. In the trigger configuration window, under "Mapping Reference" click "Fetch Sample Requests"
5. If successful, the button text will change to "Select sample payload".
6. Click to view the sample payload - then click the reference to see the details.
   You'll see the sample webhook data that was sent from Buying Buddy, and GoHighLevel will generate the field mapping
7. Now you can click "Save" to complete the trigger configuration

Step 6: Add Workflow Actions

Now that your webhook trigger is configured, you can add actions to your workflow. Popular GoHighLevel actions include:

• Create Contact: Add new leads to your GoHighLevel contacts
• Send SMS: Send instant text message alerts to you or your team
• Send Email: Trigger automated email sequences
• Add to Campaign: Enroll leads in marketing campaigns
• Create Task: Generate follow-up tasks for your team
• Add Tags: Tag contacts based on their property interests

To add actions:

1. Click the "+" button below your webhook trigger
2. Select the action type you want to add
3. Configure the action using data from the webhook payload
4. Use the field mapping to pull information like lead name, email, phone, and property details

For field mapping, reference the Complete Webhook Data Reference section for available data fields and structure.

Step 7: Test and Activate

1. After configuring all actions, use the "Test" button to run your workflow with the sample data
2. Verify that all actions execute correctly
3. Once testing is successful, click "Publish" to activate your workflow
4. Return to Buying Buddy and save your webhook configuration
5. Your automation is now live and will process incoming leads automatically

Troubleshooting

• Sample request fetch fails: Ensure the webhook URL is correct and you've sent test data from Buying Buddy
• Workflow not triggering: Verify the workflow is published and the webhook trigger is properly configured
• Action errors: Check field mappings and ensure required fields are populated from webhook data

Prerequisites

• A webhook endpoint that can receive HTTP POST requests
• Basic understanding of JSON data format
• Knowledge of your platform's webhook configuration requirements
• Development or technical support resources if building custom integrations

Step 1: Prepare Your Webhook Endpoint

Before configuring the webhook in Buying Buddy, ensure your endpoint is ready:

• HTTP Method: Your endpoint must accept POST requests
• Content Type: Buying Buddy sends application/json data
• Response Code: Return HTTP 200 status for successful receipt
• Timeout: Respond within 30 seconds to avoid timeouts
• Security: Use HTTPS endpoints for data protection

Step 2: Understand the Data Structure

Buying Buddy webhooks send comprehensive lead and property data. See the Complete Webhook Data Reference section for available data fields and structure.

• Available data fields and their formats
• Event types that trigger webhooks
• Nested data structures (lead_data, property_data, etc.)
• Optional fields that may be empty or null

Example webhook payload structure:

{
  "event_type": "new_lead",
  "timestamp": "2025-07-24T10:30:00Z",
  "lead_data": {
    "name": "John Smith",
    "email": "john@example.com",
    "phone": "555-123-4567"
  },
  "property_data": {
    "address": "123 Main St",
    "price": "450000",
    "bedrooms": 3
  }
}

Step 3: Configure the Webhook in Buying Buddy

1. Log into your Buying Buddy dashboard
2. Navigate to Menu Leads > [CRM / Lead Settings] Notifications and Alerts
3. Locate the notification trigger you want to automate
4. Click the "Configure" button for that trigger
5. In the webhook configuration modal:
   • Select "Other" from the Platform dropdown
   • Enter your webhook endpoint URL in the "Webhook URL" field
   • Configure OAuth authentication if required (see Step 4)

Step 4: Configure Authentication (If Required)

If your endpoint requires OAuth authentication:

1. Enable the "OAuth Authentication" toggle in the webhook configuration
2. Enter your OAuth credentials:
   • Client ID: Your OAuth application's client identifier
   • Client Secret: Your OAuth application's secret key
   • Token Endpoint URL: The URL where Buying Buddy can obtain access tokens
3. Ensure your OAuth server accepts client_credentials grant type

OAuth Flow: Buying Buddy will automatically obtain and refresh access tokens as needed, including the token in webhook requests as an Authorization header.

Step 5: Test Your Webhook

1. In the Buying Buddy webhook configuration modal, click the "Save and Send Test" button
2. Monitor your endpoint's logs to confirm data receipt
3. Verify that your processing logic handles the data correctly
4. Test any downstream actions (emails, database updates, etc.)
5. Confirm your endpoint returns HTTP 200 status code

Test Data: The test webhook contains sample lead and property data that matches the structure of real webhook events.

Step 6: Implement Error Handling

Build robust error handling into your webhook endpoint:

• Validate incoming data: Check required fields and data types
• Handle duplicates: Use the timestamp and notification_id to identify duplicate deliveries
• Log errors: Record processing errors for troubleshooting
• Graceful degradation: Continue processing even if some data is missing
• Return appropriate status codes: Use HTTP status codes to indicate success or failure

Step 7: Common Integration Patterns

Popular custom webhook implementations include:

• Email notifications: Use Gmail, Outlook, or SMTP modules to send alerts
• SMS alerts: Connect to Twilio or similar services for instant notifications
• Send Marketing Emails Send marketing campaigns from Mailchimp
• External CRM integration: Create or update contacts in Follow Up Boss, HubSpot etc
• Team notifications: Post to Slack channels or Microsoft Teams
• Tracking: Log information to Google Sheets or Airtable

Step 8: Go Live

1. After successful testing, save your webhook configuration in Buying Buddy
2. Monitor your endpoint for the first few real webhook deliveries
3. Verify that your automation is working as expected
4. Set up monitoring and alerting for webhook failures

Troubleshooting

• Test fails: Check endpoint accessibility, HTTPS certificate, and response codes
• OAuth errors: Verify client credentials and token endpoint configuration
• Data processing issues: Review the webhook payload structure and handle optional fields
• Timeout errors: Optimize your endpoint response time and consider asynchronous processing

Security Best Practices

• Use HTTPS: Always use secure endpoints to protect data in transit
• Validate payloads: Verify incoming data matches expected structure
• Rate limiting: Implement appropriate rate limiting on your endpoints
• IP restrictions: Consider restricting access to known Buying Buddy IP addresses
• Data retention: Follow appropriate data retention and privacy policies