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 TagsWebsite Intake
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 paths

Two ways leads enter the CRM pipeline.

Start in Dashboard > CRM Integrations. That page gives each customer their connector setup, test lead button, field mapping, duplicate settings, and personal intake URL.

Exchange Contact on a profile

A visitor taps a profile, chooses Exchange Contact, and sends their name, phone, email, note, and consent choices.

  1. 1Got It Tap saves the lead to the owner's dashboard.
  2. 2The lead is tagged with got-it-tap-lead, source-exchange, and nfc-handle:<handle>.
  3. 3Every active CRM connector receives the same lead payload.

Website intake form

A business can point any website form to its Got It Tap intake URL, then let Got It Tap save and route the lead.

  1. 1Open Dashboard > CRM Integrations and copy Your intake form URL.
  2. 2Set a form action to https://gotittap.com/api/intake/<username>.
  3. 3Submissions are saved, tagged, delivered to active connectors, and retried if a CRM is temporarily down.

Website intake URL

The dashboard shows the exact URL for the signed-in customer. The format is https://gotittap.com/api/intake/<username>. Use it as a normal HTML form action or as the destination for a custom website form.

Lead tags

Use these tags to trigger and branch workflows.

got-it-tap-lead

Every exchanged contact. Apply it to the CRM contact, then use it as the main follow-up tag.

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.

got-it-tap-duplicate

The same email or phone came in again inside the duplicate window.

Save and test

The dashboard sends a test lead when the connector is saved.

Private webhook URL

Paste the full HTTPS webhook URL from the CRM. If the CRM uses a secret token in the URL, paste the full private URL with that token included.

Field mapping

If a CRM expects different names, customize common fields like lead.full_name to name or profile.handle to source_rep.

Duplicate window

Choose how many hours Got It Tap watches for repeat leads from the same email or phone. Repeats are flagged, not blocked.

Common field map

These are the starter mappings shown in the connector form. Customers can keep them or rename them for their CRM.

lead.full_nametoname
lead.emailtoemail
lead.phonetophone
lead.notetonote
profile.handletosource_rep
Connectors

Where to get the webhook URL.

SmartScale CRM

  1. 1Open Automation > Workflows, then choose Create workflow > Start from Scratch.
  2. 2Add the Inbound webhook trigger and copy its generated private URL. This is a premium trigger and may be billed per execution.
  3. 3Paste that URL into Got It Tap under Dashboard > CRM Integrations. Saving the connector sends a test lead automatically.
  4. 4Return to the trigger, click Fetch sample requests, select the newest request, and save the trigger.
  5. 5SmartScale creates a Create update contact action. Map Email or Phone first, then First Name, Last Name, Email, Phone, and Note through Custom variable picker > Inbound Webhook Trigger > Lead.
  6. 6Add a separate Add Contact Tag action for got-it-tap-lead, source-exchange, and your nfc-handle tag. Incoming payload tags do not become contact tags automatically.
  7. 7Add the follow-up actions you want, test the workflow, and publish it.

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 save it to 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. If field mapping is turned on, Got It Tap sends the mapped fields plus the original payload under _raw.

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
duplicateTrue when the same email or phone repeats inside the duplicate window
event_campaign.slugEvent slug, present only on Event Mode leads
Delivery

If a CRM is down, Got It Tap keeps the lead queued.

Saved first

Leads are saved in Got It Tap before delivery, so a slow CRM does not erase the contact.

Retried automatically

Temporary CRM failures stay queued and are retried by the background worker.

Status shown

The integration row shows the last test and last delivery status so owners can see whether a connector is healthy.

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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