1. Destination Integrations
First, configure where Agency OS should send your leads inside your dashboard.
- ClickUp API Token & List ID: Required to automatically create tasks for new leads.
- Slack Webhook URL (Optional): Required if you want instant team notifications for new leads.
2. Setup Instructions
Step 1: Your Webhook URL
Paste this URL into your automation tool (Make, Zapier, GHL, etc.):
https://ag.nexsellhq.com/webhook/crm/YOUR_SECURE_TOKEN
Step 2: Payload Format (JSON)
Copy this exact structure and replace the values with your CRM's dynamic variables:
{
"client_name": "",
"email": "",
"company": ""
}3. Global Integration Guides
Learn how to connect Agency OS with the world's top automation platforms:
🚀 Zapier
- • Create a "Webhooks by Zapier" action.
- • Choose Event: "Custom Request".
- • Method: POST.
- • Paste your Webhook URL and payload.
🎯 GoHighLevel (GHL)
- • Go to Automation > Workflows.
- • Add a "Webhook" action node.
- • Method: POST.
- • Paste your Webhook URL and map variables.
⚙️ Make.com
- • Add an "HTTP" module.
- • Select "Make a request".
- • Method: POST, Body: JSON.
- • Paste the payload.
⚡ Pabbly Connect
- • Add an "API" action step.
- • Select Method: POST.
- • Paste your Webhook URL.
- • Select JSON payload type & map fields.
🔗 n8n
- • Add an "HTTP Request" node.
- • Method: POST.
- • URL: Paste your secure webhook link.
- • Add Body Parameters for data fields.
💬 Slack
- • Use Slack Workflow Builder.
- • Add a "Webhook" trigger.
- • Method: POST.
- • Forward notifications to Agency OS.