CRM Setup Guide

Make every tap start the follow-up.

Got It Tap can send every Exchange Contact lead to SmartScale CRM, Zapier, Make, HubSpot, Salesforce, or any CRM that accepts a webhook. This page tells your CRM person exactly what to connect and which tags to build workflows from.

Open CRM IntegrationsView Lead Tags
Suggested workflow
  1. 1Webhook receives Got It Tap lead.
  2. 2If tag is got-it-tap-lead, create or update contact.
  3. 3Send thank-you text and email immediately.
  4. 4Wait 1 day, then send soft follow-up if no reply.
  5. 5If tag starts with event:, send event-specific copy.
Lead tags

Use these tags to trigger and branch workflows.

got-it-tap-lead

Every exchanged contact. Use this as the main workflow trigger.

source-exchange

The lead came from the Exchange Contact form on a profile.

source-event

The lead came through an Event Mode link or QR code.

event:<event-slug>

The exact event campaign that captured the lead.

nfc-handle:<handle>

The Got It Tap profile or handle that captured the lead.

consent-marketing

The person agreed to marketing follow-up when submitting.

consent-sms

The person agreed to SMS follow-up when submitting.

Connectors

Where to get the webhook URL.

SmartScale CRM

  1. 1Open Automations or Workflows.
  2. 2Create a workflow with an inbound webhook trigger.
  3. 3Copy the private webhook URL.
  4. 4Paste that URL into Got It Tap under Dashboard > CRM Integrations.
  5. 5Send a test lead, then map full_name, email, phone, note, and tags.

Zapier

  1. 1Create a Zap with Webhooks by Zapier as the trigger.
  2. 2Choose Catch Hook and copy the webhook URL.
  3. 3Paste the URL into Got It Tap and send a test lead.
  4. 4Map the sample fields into your CRM, sheet, email, or text step.

Make

  1. 1Create a Scenario.
  2. 2Add Webhooks > Custom webhook.
  3. 3Copy the URL, paste it into Got It Tap, and send a test lead.
  4. 4Use filters or routers to branch by tags like event:<event-slug>.

HubSpot or Salesforce

  1. 1Use a native webhook trigger if your plan supports it.
  2. 2If not, bridge through Zapier, Make, Workato, or your internal backend.
  3. 3Map the lead fields and tags into contact properties.
  4. 4Trigger workflow branches from got-it-tap-lead and event tags.

Custom CRM

  1. 1Create an HTTPS endpoint that accepts POST application/json.
  2. 2Put a secret token in the URL path, for example /webhooks/got-it-tap/SECRET.
  3. 3Paste the full private URL into Got It Tap.
  4. 4Return a 2xx response when the lead is accepted.
Payload fields

What Got It Tap sends.

Got It Tap sends JSON by POST. If your CRM gives you a private token URL, paste the full URL with the token. You do not need a separate HMAC or custom header field. Consent flags are nested under lead (for example lead.consent_sms), not a top-level object.

eventAlways "lead.exchange_contact"
sourceAlways "got-it-tap"
lead.full_nameVisitor name
lead.emailVisitor email, when provided
lead.phoneVisitor phone, when provided
lead.noteVisitor message or context
lead.consent_marketingMarketing consent flag (true / false)
lead.consent_smsSMS consent flag (true / false)
profile.handleProfile handle that captured the lead
profile.display_nameOwner or business name
tagsArray of workflow tags
event_campaign.slugEvent slug, present only on Event Mode leads

Simple rule: trigger on `got-it-tap-lead`, branch on source tags.

That one setup lets a business run normal follow-up, event follow-up, source tracking, and CRM assignment without needing separate forms for every campaign.

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