Before You Begin

Ensure you have the following:

WordPress Access: Administrator access to your WordPress site with Elementor Pro installed.
Webhook Instructions: The webhook documentation from Dazos Support contains your unique Public ID and specific field mappings.
CRM Access: Login access to your Dazos CRM instance to verify successful lead creation.

Steps

1. Configure the Webhook in Elementor

Open your Elementor form for editing and navigate to the Actions After Submit section. Add a new action called "Webhook" from the available options.

2. Set the Webhook URL

In the Webhook URL field, enter the POST URL provided by Dazos Support using this format:

https://[instance].dazoshealth.com/crm/modules/Webforms/capture.php?publicid=[id]

⚠️ Crucial Detail: You must replace [instance] with your specific CRM instance name (e.g., yourfacility) and [id] with the unique Public ID provided in your webhook instructions

3. Configure Request Method and Format

Set the following webhook parameters:

Request Method: POST
Request Format: FORM or JSON (as specified in your instructions)

4. Map Form Fields to CRM Fields

Configure the field mappings in the webhook body section. Map your Elementor form fields to the corresponding CRM field names:

Required Fields:

First Name: firstname
Last Name: lastname
Assigned To: assigned_user_id

Optional Fields:

Primary Phone: phone
Primary Email: email
Notes/Description: description

Additional Custom Fields:

GCLID: cf_[number] (use the specific custom field number from your instructions)
Lead Source: leadsource

💡 Pro Tip: The assigned_user_id field can accept a Username, Email, or User ID. Consult your Dazos administrator for the correct exact value to use so leads don't get lost!

5. Add the Public ID

Ensure the Public ID is included in your webhook configuration. This is typically added as a parameter in the URL itself, but verify this matches your specific webhook instructions.

6. Save Configuration

Save your Elementor form settings to activate the webhook integration.

Verification / Expected Result

To verify the integration is working:

Submit a test form entry through your live website
Log into your Dazos CRM instance
Navigate to the Leads module
Confirm that a new lead appears with all mapped data populated correctly
Verify that custom fields like GCLID and Lead Source contain the expected values

Troubleshooting / Common Errors

Leads not appearing in CRM:

Verify the Public ID is correct and properly formatted in the URL
Check that the webhook URL matches exactly what was provided by Dazos Support
Ensure all mandatory fields (firstname, lastname, assigned_user_id) are mapped

Missing or incorrect field data:

Confirm field names are spelled exactly as shown in the webhook instructions (case-sensitive)
Verify custom field numbers (cf_[number]) match your specific CRM configuration
Check that the assigned_user_id contains a valid username, email, or user ID

Webhook delivery failures: