Activating the webhook functionality.
This feature allows you to integrate the system and seamlessly export your quote data via webhooks to add any extra functionality that can be added via Zapier or other webhook-based systems like Zoho Flow that The Quote Bot does not have or does not perform in a way that you are happy with.
The way this works, once enabled: The Quote Bot will call that endpoint and send over the FULL QUOTE DATA for each quote EVERY TIME a quote CHANGES STATUS.
So, during the lifespan of a quote request, it will send the data to the webhook every time its status changes. Once when it is created, once when it is claimed, once when it is sent, once when it is booked or lost, and so on.
Keeping that in mind, please consider adding rules and checks to detect the status of the quote and make sure that you are not creating duplicates in your systems. For example for a CRM integration, you should always check and see if the quote id or contact is stored before creating a new one since this specific quote/contact may have been already inserted into your CRM earlier when it was received/sent.
This can be used for multiple scenarios if you add filters/rules in your Zapier, Zoho Flow or any other webhook-based system. Example scenarios:
- Use a system that is not integrated with TQB to send out text messages: trigger the text message to go out with the quote info when STATUS equals “sent” – because that’s when the quote was changed to sent status
- Keep a copy of quotes/contacts in Zoho CRM: when the webhook is triggered, check if the contact/quote exists based on contact info or quote # and if it does run an UPDATE action, otherwise run a CREATE/INSERT action
- Create a CSV sheet of lost (or booked) quotes in Google Drive/Microsoft OneDrive: when when the webhook is triggered check if status is “archived” (or booked if that’s what you chose) and if so store it in the CSV using the right action
And a lot more – using Zapier’s integrations (almost 8,000 apps), you have a lot of possibilities and flexibility – you just need to set up the correct triggers and rules.
Here are the steps to get it activated.
1. Go to Settings and switch to the 3rd Party Integrations (APIs) tab
Add all vehicles that you would like to be able to quote to the partner integration, as depicted below. Take note of the vehicle code as it has to be identical in TQB for pricing to work.
2. Enable webhook functionality and paste your webhook endpoint. (don’t forget to save)
