Webhooks

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 Capture 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 Capture 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 Capture.
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 Capture 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.

Using with Zapier

You don't have to point the webhook at Zapier directly — Chatley also has a native Zapier integration under Integrations. Either approach works:

• Webhook → Zapier "Catch Hook": paste the Zapier hook URL as your endpoint.
• Native Zapier app: connect from Integrations → Zapier and build Zaps from Chatley triggers.

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.