Step-by-Step Guide: Setting Up Zapier Catch Hooks
1. Select Your Setter
Go to the integration step where you’ll find the option for Zapier.
2. Configure Catch Hooks in Zapier
In the Zapier integration, you will see multiple Catch Hooks.
Each Catch Hook is triggered by different actions such as:
Lead created
Lead message
Charlie message
Lead disqualified
CTA reached
Lead booked
Lead kill switched
3. Add Catch Hook URLs
You can paste different Catch Hook URLs for each event, or use the same Catch Hook URL for all events.
4. Filter Based on Trigger
If you need to filter the events, you can do so based on the trigger.
The payload you’ll receive contains important information like:
Lead’s ID
Setter’s ID
Other relevant data
5. Understand Optional Fields
Each Catch Hook comes with its respective optional fields:
Kill switched: Lead kill switched Catch Hook
Booked: Lead booked Catch Hook
Disqualified: Lead disqualified Catch Hook
Message: Lead messaged and Charlie messaged Catch Hooks
6. Set Up Your Zap
Go to your Zapier dashboard and create a new Zap:
Choose Webhooks by Zapier as the trigger.
Select Catch Hook as the trigger event.
Continue to the next steps and generate the Webhook URL.
7. Configure Events in the Zap
Paste the Webhook URL into the necessary events.
You can do this for multiple events in one Zap or create separate Zaps for each event.
8. Set Up the Action
After configuring the triggers, set up an action, for example:
Choose Slack and select a channel to send a message.
Configure the action to send a message to the channel.
9. Test and Publish the Zap
Skip or run the tests to ensure everything works.
Once ready, click Publish to activate the Zap.
10. Enable the Zap
After publishing, return to the Zapier dashboard.
Make sure the Zap is enabled for testing, such as enabling it for playground leads.
11. Test the Integration
Go to the playground to have a conversation and test the Zap.
Verify the following:
CTA reached
Intro messages received
Lead message information in the Zap dashboard
Zap runs and catch hooks activity
12. Handling Special Cases
For actions like lead disqualification or kill switching:
Check the Zap runs to see whether the lead was kill-switched or disqualified.
Refresh to view updates in the dashboard, such as killswitch: true or disqualification: true.
You can also reverse actions by removing the killswitch or disqualification, which will update the status to false.