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How to create a manual task using Zapier and Webhooks ?

Learn how to export LGM data with webhooks and trigger manual tasks across your tools.

Agathe Bancel avatar
Written by Agathe Bancel
Updated today

Overview

You can export data from LGM to another platform using Zapier and webhooks. This lets you notify Sales when a lead clicks an email, create cold-calling actions at the end of a sequence, or trigger a deal when a lead replies.

If you’re not a tech person and this sounds intimidating, don’t worry — it’s easier than it looks and only takes a few minutes. Let’s walk through it.

Key benefits

  • Simple setup using Zapier’s webhook trigger

  • Custom manual tasks for Gmail, HubSpot, Slack, or your CRM


How to add a webhook to your sequence

Place a webhook in your LGM campaign

If you want to export data from LGM to another platform, you can place a webhook in your campaign workflow

For example, let’s create a cold-calling task when a lead has not replied.

Steps

  1. When a lead has no reply, select Webhook as the next step.

  2. Select the webhook you want to use (you’ll see later how to create it).

  3. Add a status to your webhook. This is extra information you can pass to Sales — for example:
    “It’s time to call the lead!”


How to create the webhook in Zapier and connect it to LGM

Set up your Zapier webhook

First, go to Zapier. You’ll create a webhook using Catch Hook, then retrieve the URL that Zapier generates.


Once the webhook is created, add it to LGM in your Webhooks section :

Now your webhook is ready — you can send data wherever you need: your CRM, your email… everything is possible.


Create a manual task in Gmail

Let’s say you want to receive an email reminder when a lead doesn’t reply, so you can give them a quick call.

We’ll reuse the Zap you just created by adding a Gmail module.

Steps

  1. Add a Send email module inside Zapier and connect your Gmail account:

2. Decide who should receive the email:

  • If the campaign's identity should be notified → select Identity email.

  • If the campaign was sent from the CEO’s profile but the SDR should call → write the SDR’s email.

3. Add a subject line for your reminder:

4. Add the email body :

You can include variables such as First name, Last name, phone number, or LinkedIn URL so the Sales rep has everything ready before calling.

5. Test your Zap to confirm that everything works :

It’s done!


Create a manual task in HubSpot

LGM’s native HubSpot integration pushes all campaign data automatically, but if you want a manual task, you’ll need a Zapier automation.

Steps

Reuse the same Zapier webhook with Catch Hook, or create a new one : Zapier will give you your webhook URL again.


Then, add it inside Webhooks in LGM :

In Zapier, add two modules, "Find Contact" and "Create Engagement":

Here's a quick tutorial to create a manual task in HubSpot using the webhook we already created :

And here you go, this is how to create a manual task in HubSpot.


Create a manual task in Slack

If you want to be notified in Slack when a manual task is created in an LGM campaign, you now have a simple option.

Thanks to our Slack integration, you no longer need Zapier or webhooks for this part.

Steps

  1. Open LGM Settings.

  2. Go to Integrations.

  3. Select Slack and click Connect.

  4. Approve permissions in Slack (your Slack admin must allow the connection).

  5. Configure alerts and enable Manual task notifications:

You can even test the integration during the Free Trial.

Here's an article on our Slack Integration.

Important: This feature is available on the PRO and ULTIMATE plans.


FAQ

Do I need Zapier to create Slack manual tasks?

No. LGM’s Slack integration handles manual task alerts without Zapier.

Does the HubSpot native integration already sync everything?

It syncs campaign data, but manual tasks require Zapier automation.

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