ISO operations2 min read

Test your CRM wiring with a demo lead before you spend

A broken webhook can cost you a day of leads. Why to test delivery with a practice lead first.

A small test tube with glowing orange liquid next to a floating dashboard card

Nothing hurts like finding out your webhook was broken after a day of unlocks.

Test end to end

Send a practice lead and check that it lands in the CRM, the fields map correctly, an owner is assigned and your workflow fires.

Check the details

  • Phone numbers in the right format
  • Revenue and amount in number fields
  • Notes and source fields filled
  • No duplicate contacts created

Re test after changes

Any time you edit the CRM workflow or the webhook URL, send another test.

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On BrokerSeat

Every new account gets a practice demo lead with a made up merchant. Unlocking it is free, and you can click Send this demo to my CRM to test your webhook before your first real unlock. See how to send MCA leads into GoHighLevel.

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