CRM Integration

Connect StudioFlows to your existing CRM to automatically capture leads from your website and manage follow-ups alongside your other contacts.

Overview

StudioFlows can receive leads from virtually any CRM that supports webhooks or integrations. When a new lead is added to your CRM (or a form is submitted), it can automatically create a lead in StudioFlows for follow-up tracking.

HubSpot

Option 1: Workflows (Marketing Hub Professional+)

1. Go to Automation → Workflows
2. Create a new workflow
3. Set enrollment trigger: "Form submission" or "Contact is created"
4. Add action: Send a webhook
5. Configure:
   • Method: POST
   • Webhook URL: Your StudioFlows URL
   • Request body: Map properties to name, email, phone
6. Activate the workflow

Option 2: Zapier (Any Plan)

1. Create Zap: HubSpot "New Contact" → Webhooks "POST"
2. Map HubSpot fields to StudioFlows fields

Pipedrive

Using Automations

1. Go to Tools → Automations
2. Create new automation
3. Trigger: "Person is added" or "Deal is created"
4. Action: Send HTTP request
5. Configure:
   • URL: Your StudioFlows webhook URL
   • Method: POST
   • Content-Type: application/json
   • Body:

     {
       "name": "{{person.name}}",
       "email": "{{person.email}}",
       "phone": "{{person.phone}}"
     }

Zoho CRM

Using Workflow Rules

1. Go to Setup → Automation → Workflow Rules
2. Create new rule for Leads or Contacts module
3. Set trigger: "On Create"
4. Add action: Webhook
5. Configure:
   • URL: Your StudioFlows webhook URL
   • Method: POST
   • Add parameters: name, email, phone

Salesforce

Using Process Builder or Flow

1. Go to Setup → Process Builder
2. Create new process on Lead or Contact object
3. Set criteria: "When record is created"
4. Add action: Call Apex (requires custom Apex class for HTTP callout)

For Salesforce, we recommend using Zapier for easier setup without code.

Dubsado

Dubsado doesn't have native webhooks, but you can use Zapier:

1. Create Zap: Dubsado "New Lead" → Webhooks "POST"
2. Map Dubsado fields to StudioFlows fields

Honeybook

Use Zapier to connect HoneyBook:

1. Create Zap: HoneyBook "New Project" or "New Lead" → Webhooks "POST"
2. Map fields accordingly

17hats

17hats supports Zapier integration:

1. Create Zap: 17hats "New Lead" → Webhooks "POST"
2. Configure the webhook with your StudioFlows URL

Generic CRM Setup

For any CRM with webhook or HTTP support:

Requirements

• Method: POST
• URL: https://studioflows.app/api/leads/webhook?key=YOUR_KEY
• Content-Type: application/json
• Body: JSON with at least a name field

Example Payload

{
  "name": "John Smith",
  "email": "john@company.com",
  "phone": "555-123-4567",
  "message": "Interested in corporate headshots",
  "source": "HubSpot CRM"
}

Two-Way Sync (Advanced)

Currently, StudioFlows receives leads from your CRM but doesn't push data back. For two-way sync, use Zapier:

1. CRM → StudioFlows: CRM trigger → Webhook to StudioFlows
2. StudioFlows → CRM: Not currently supported