Technical Reference

CRM webhook field mapping and lead routing logic.

Reference for RevOps, sales engineering, and implementation teams integrating CodeVertex form payloads into CRM automation flows.

Webhook Resolution

Endpoint source order: window.CV_CRM_WEBHOOK first, then page meta tag cv-crm-webhook.

Payload Format

Method POST, content type application/json, and payload from FormData entries.

Routing Strategy

Leads are routed using lead_score, lead_tier, lead_priority, and revenue_track.

Field groups included in each webhook payload.

Identity

  • name
  • email
  • company
  • role

Qualification

  • scope
  • package_interest
  • timeline
  • budget
  • region
  • message
  • reference_link
  • locale

Derived Signals

  • lead_score
  • lead_tier
  • lead_priority
  • revenue_track
01

Capture

User completes qualification stages on the contact form.

02

Score

computeLeadRouting(form) calculates score and routing fields based on selected commercial intent.

03

Submit

Form payload is posted to the site endpoint and then mirrored to your CRM webhook if configured.

04

Automate

CRM workflows branch by priority, tier, and revenue track for SLA, queue ownership, and nurture campaigns.

Validation

Run webhook tests before production workflow enablement.

Use the dedicated harness to verify payload structure, routing fields, and CRM endpoint responses.