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ClientX supports outbound webhooks — so your systems are notified the moment a lead is captured — and inbound webhooks from form tools like Tally and Google Forms, so submissions flow into ClientX as leads automatically.

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Outbound Webhook

When ClientX captures a lead, it can POST a JSON payload to any URL you specify. Use this to trigger automations in Zapier, Make, your own backend, or any other system that accepts webhooks.

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Set Up Your Webhook

1

Open the Webhook integration

In your dashboard, go to Integrations → Webhook.
2

Enter your webhook URL

Paste the destination URL where ClientX should POST new lead events.
3

Save

Click Save. ClientX will POST to this URL on every new lead captured — from the chat widget, form integrations, or any other source.

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Example Payload

ClientX sends a JSON object with the event name and the full lead record: 
{
  "event": "lead.created",
  "lead": {
    "id": "lead_abc123",
    "name": "Jane Smith",
    "email": "jane@acme.com",
    "company": "Acme Corp",
    "intent_score": 82,
    "source": "widget",
    "pages_visited": ["/pricing", "/case-studies"],
    "created_at": "2024-01-15T10:30:00Z"
  }
}
Your webhook endpoint must be reachable over the public internet. ClientX POSTs to the URL you provide on every new lead event — make sure the endpoint returns a 2xx response to confirm receipt.

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Tally Forms

Turn Tally form submissions into ClientX leads automatically. ClientX extracts name, email, phone, company, and message fields from each submission and creates or updates a lead record in real time.

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Connect Tally

1

Open your Tally form

In Tally, open the form you want to connect and go to Integrations → Webhooks.
2

Add the ClientX webhook URL

Add the following URL as a new webhook endpoint:
https://clientxserver-production.up.railway.app/api/forms/tally/{workspaceId}
Replace {workspaceId} with your ClientX workspace ID. You can find it in Settings → Workspace.
3

Save in Tally

Save the webhook. Publish your form if it isn’t already live.
4

Submissions appear as leads

New Tally form submissions appear in your Leads dashboard immediately — no manual import needed.
Test your webhook by submitting your Tally form once after connecting. The lead should appear in ClientX within a few seconds.
Tally can sign webhook requests with an HMAC-SHA256 signature so you know they’re genuine. To enable signature verification, go to Settings → Workspace in your ClientX dashboard and enter your Tally signing secret. ClientX will then validate the tally-signature header on every incoming request.

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Google Forms

Capture Google Form responses as ClientX leads via webhook. Because Google Forms doesn’t have a native webhook system, you connect it using Apps Script (Google’s built-in automation tool) or a third-party connector like Zapier.

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Connect with Apps Script

1

Open your Google Form

In Google Forms, open the form you want to connect and click the three-dot menu → Script editor (or go to Extensions → Apps Script).
2

Paste the Apps Script

Replace any existing code with the following script, substituting your workspace ID:
function onFormSubmit(e) {
  var form = FormApp.getActiveForm();
  var responses = e.response.getItemResponses();
  var fields = {};
  for (var i = 0; i < responses.length; i++) {
    var item = responses[i];
    fields[item.getItem().getTitle()] = item.getResponse();
  }
  UrlFetchApp.fetch(
    'https://clientxserver-production.up.railway.app/api/forms/google/{workspaceId}',
    {
      method: 'post',
      contentType: 'application/json',
      payload: JSON.stringify({
        formTitle: form.getTitle(),
        fields: fields
      }),
      muteHttpExceptions: true
    }
  );
}
3

Set the trigger

In the Apps Script editor, go to Triggers (the clock icon) → Add Trigger. Set the function to onFormSubmit and the event type to On form submit. Save the trigger.
4

Responses appear as leads

New Google Form responses now appear in your ClientX Leads dashboard automatically.

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Connect with Zapier

If you prefer a no-code option, use the Google Forms → Webhooks by Zapier template:
1

Create a new Zap

In Zapier, create a new Zap with Google Forms as the trigger (event: New Response in Spreadsheet).
2

Add a Webhooks action

Add a Webhooks by Zapier action with method POST, URL set to your ClientX endpoint, and the form fields mapped to the request body.
3

Test and activate

Test the Zap with a sample form submission, then turn it on.

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Field Mapping

ClientX automatically extracts the following fields from form submissions by matching common field labels:
FieldMatched Labels
Emailemail, any value containing @
Namename, full name, first name, your name
Phonephone, mobile, tel
Companycompany, organisation, organization, business
Messagemessage, comment, question, note
All other fields are stored as custom properties on the lead record.
Form submissions are processed as soon as they arrive. If a submission cannot be matched to any recognisable field (no email, name, or phone), it is silently dropped. Use the field labels listed above to ensure reliable extraction.