Connect 3rd party to CRM inbox – MONESQ

To take advantage of your Leads inbox, you will need to integrate it with a source of leads. For example, if your website has an information capture form, you can have your developer use our API to send information from that form directly to your MONESQ Leads inbox. You can use the same webhook to send lead data from a variety of other sources, or even connect your leads inbox to Google Ads and transfer lead data directly from Google!

Accessing your integration settings

From the CRM dashboard, select the 'Leads inbox' tab from the top menu and click the 'Settings' icon:

You will see two CRM integration URLs. The 'Webhook URL' can be used to send data from the third-party lead source of your choice, and the 'Google Ads URL' can be applied in Google Ads to send lead data to your MONESQ Leads inbox from any campaigns you may be running:

Exporting leads from lead capture forms on your website:

If you'd like to integrate your Leads inbox with a lead form on your website, copy the 'Webhook URL' from the settings screen above and provide it to your web developer, who will need to send a POST request from the website:

{
"name": "John Doe",
"source": "WEBSITE",
"description": "Need to resolve dispute with my cat",
"phoneNumber": "+155555555555",
"email": "name@mail.com"
}

The following lead source fields may be sent to MONESQ:

PERSONAL_ADVICE
WEBSITE
FACEBOOK
GOOGLE_ADS
GOOGLE_MAPS
LINKEDIN
LAWYER_DIRECTORY
OFFLINE_EVENT
ONLINE_EVENT,
PRESS

Exporting leads from Google Ads lead capture forms to MONESQ:

Google Ads allows you to create lead-capture forms and export them to external CRMs. Please refer to Google's support documentation on lead form extensions, and lead form assets to learn more.

When you have created a form, look for 'Other data integration options' and place the 'Google Ads URL' on the settings screen in MONESQ into the 'Webhook URL' field and save your settings