Sending Weply leads to Enreach Outbound
Weply can automatically send leads from your live chat directly into Enreach Outbound, where they are added to a campaign for your team to follow up on. When a visitor submits their details through the chat, a new Lead is created and placed in the campaign of your choice.
Our Customer Success team handles the technical setup. This guide walks you through what information we need and where to find it in Enreach Outbound.
How it works
Weply connects to Enreach Outbound via the leads API:
https://wshero03.herobase.com/api/leads
Authentication uses your username and password, which we encode into the required format on our end. You will need to provide the credentials.
Step 1: Provide your login credentials
We need a username and password for your Enreach Outbound account to authenticate the connection. We will handle the Base64 encoding required by the API, so you simply need to send us the credentials as-is.
We recommend creating a dedicated user for Weply to keep the integration separate from personal accounts.
Step 2: Find your campaign details
All leads in Enreach Outbound are linked to a specific campaign. To make sure leads land in the right place, we need:
- Campaign Name: the name of the campaign as it appears in Outbound, so we can identify the correct one
- CampaignCode: the unique code that identifies the campaign in the system. We can extract this ourselves once you provide the Campaign Name, but if you have it available, include it to save a step
If you are unsure which campaign to use, check with your Enreach Outbound administrator before reaching out to us.
Step 3: Share your lead field names
In Enreach Outbound, all lead field names are defined by your organisation. This means we need to know what your fields are actually called in your system so we can map our data to the right places.
Please check with your Enreach Outbound administrator and provide us with the exact field names for:
- Name: the field that holds the lead's full name
- Phone: the field that holds the phone number
- Email: the field that holds the email address
If you'd also like us to send the following, make sure the fields exist in your lead definition (or ask your administrator to create them) and share their names:
- Entry page: the URL of the page the visitor was on when they started the chat. The field should support longer text values.
- Chat transcript — the full transcript of the chat conversation. This field also needs to support longer text content.
Step 4: Send us your details
Once you have everything ready, send the following to your Customer Success manager and we'll take care of the rest:
- Username and password for the Weply connection
- Campaign Name (and CampaignCode if available)
- Field name for Name in your lead definition
- Field name for Phone in your lead definition
- Field name for Email in your lead definition
- (Optional) Field name for Entry page, if you'd like this included
- (Optional) Field name for Chat transcript, if you'd like this included