Help center

Production guides for lead sources, alerts, spreadsheets, and CRMs.

Use these guides to connect ad-platform leads into InstaChime, route them to your team, and test every destination end to end before relying on it in production.

20Guides
5Internally tested
15Need vendor E2E

Architecture

Backend decisions and platform readiness.

Architecture reviewed

Backend stack review for instant lead response

Why InstaChime should keep NestJS, PostgreSQL, Redis, BullMQ, Socket.IO, and Knex for the current speed-to-lead workload.

Lead sources

Bring new leads into InstaChime.

Internal smoke tested

InstaChime webhook capture API

Send lead payloads directly to InstaChime with JSON, form-urlencoded, or text payloads and verify they appear in the live dashboard.

Needs Google Ads test lead

Connect Google Ads lead form webhooks to InstaChime

Set up Google Ads Lead Form Assets to send new leads into InstaChime with a webhook URL and key.

Needs Meta app test

Connect Meta Lead Ads to InstaChime

Capture Facebook and Instagram instant-form leads through Meta leadgen webhooks and verify delivery with the Meta Lead Ads Testing Tool.

Needs TikTok account test

Connect TikTok Lead Generation to InstaChime

Use TikTok lead generation exports or webhook middleware to send TikTok leads into InstaChime for fast follow-up.

Requires LinkedIn Lead Sync access

Connect LinkedIn Lead Gen Forms to InstaChime

Plan a LinkedIn Lead Sync integration and understand why LinkedIn requires separate access approval before production testing.

Internal smoke tested

Connect website forms and landing pages

Send leads from custom HTML forms, landing pages, or form builders into InstaChime with a simple webhook POST.

Testing

Prove each integration before launch.

Policy defined

Production E2E testing checklist for lead integrations

The minimum test evidence needed before calling a lead source, alert channel, spreadsheet export, or CRM destination production-ready.

Destinations

Send leads to sheets and CRMs.

Internal smoke tested

Send InstaChime leads to CRMs with outgoing webhooks

Use the integrations page to send signed lead.created payloads to CRMs, automation tools, spreadsheets, or custom middleware.

Needs Google Workspace test

Send InstaChime leads to Google Sheets

Append new leads to Google Sheets using an outgoing webhook bridge or the Google Sheets API append endpoint.

Needs Microsoft 365 test

Send InstaChime leads to Excel Online

Append lead rows to an Excel Online table through Microsoft Graph or a Power Automate webhook flow.

Needs HubSpot sandbox test

Send InstaChime leads to HubSpot CRM

Map `lead.created` webhooks into HubSpot contacts using the CRM Contacts API.

Needs Salesforce sandbox test

Send InstaChime leads to Salesforce

Create Salesforce Lead records from InstaChime webhooks with the Salesforce REST sObject API.

Needs Pipedrive test

Send InstaChime leads to Pipedrive

Create Pipedrive lead inbox records from InstaChime lead.created webhooks.

Needs HighLevel test

Send InstaChime leads to GoHighLevel

Upsert contacts in HighLevel from InstaChime lead.created webhooks.

Needs Zoho CRM test

Send InstaChime leads to Zoho CRM

Insert or upsert Zoho CRM Lead records from InstaChime webhooks.

Notifications

Alert the team where they already work.

Needs workspace test

Send lead alerts to Slack

Configure a Slack incoming webhook so InstaChime can post new-lead and escalation alerts to a Slack channel.

Needs Teams test

Send lead alerts to Microsoft Teams

Post lead alerts into Microsoft Teams using incoming webhooks or workflow-based webhook triggers.

Needs Discord test

Send lead alerts to Discord

Use a Discord incoming webhook to post lead alerts into an operations channel.

Needs Telegram test

Send lead alerts to Telegram

Configure a Telegram bot token and chat ID so InstaChime can send instant lead alerts.