First: When should you use UTMs and when should you use Webhooks?

Use UTMs if:

• You want to track leads and revenue from Heyoo campaigns

• You only care about form submissions

• You want a simple setup

Use Webhooks if:

• You want clicks to appear in Salesforce

• You want engagement visible in the Activity Timeline

• You want sales alerts

• You want to track influence beyond form submissions

UTMs are about conversion attribution.
Webhooks are about engagement visibility and automation.

Important: Where does the Salesforce Webhook URL come from?

Salesforce does not automatically generate a ready-made “Incoming Webhook URL”.

You need to create an endpoint that can receive data from Heyoo. There are two realistic ways to do this.

Option A: Use Middleware

This is the most common and simplest approach.

Examples:

• Zapier

• Make

• Workato

• Tray

• A small custom backend service

How it works

1. You create a webhook trigger in your middleware tool.

2. That tool generates a Webhook URL.

3. You copy that Webhook URL.

4. You paste it into Heyoo under Settings > Webhooks.

5. When Heyoo sends events, the middleware receives them.

6. The middleware then calls the Salesforce API and creates a record.

Option B: Create a Webhook Endpoint Directly in Salesforce

This is more technical. A Salesforce admin or developer can:

1. Create a custom Apex REST endpoint.

2. Expose it securely via Salesforce Sites or another secure endpoint.

3. Generate a public HTTPS URL.

4. Use that URL inside Heyoo as the webhook destination.

Full Step by Step Setup (Middleware Example)

Step 1: Create a Webhook URL

In your middleware tool:

1. Create a new automation.

2. Choose “Catch Webhook” or similar trigger.

3. The tool will generate a Webhook URL.

4. Copy that URL.

This URL is what Heyoo will send events to.

Step 2: Add the Webhook to Heyoo

1. Log in as Heyoo admin.

2. Go to Settings > Webhooks.

3. Click Create Webhook.

4. Paste the middleware Webhook URL.

5. Choose which events you want, for example:

   • Link clicked

   • Post published

   • Campaign launched

6. Click Create Webhook.

Heyoo will now send those events to your middleware.

Step 3: Configure Salesforce Action

In your middleware:

1. Add a Salesforce action.

2. Authenticate your Salesforce account.

3. Choose what to create:

Option A: Create Task
This logs an Activity on a Lead or Contact and appears in the Activity Timeline.

Option B: Create Custom Object record
For example Advocacy_Touch__c with:

• Campaign name

• Timestamp

• Employee identifier

• Link URL

• Lookup to Lead or Contact

4. Map the Heyoo webhook fields to Salesforce fields.

5. Save and test.

Where You Will See This in Salesforce

If you create a Task:

• It appears in the Activity Timeline on the Lead or Contact record.

• Sales can see it directly.

If you create a custom object:

• It appears in the related list on the Lead or Contact page.

• You can build structured reports and dashboards.

• You can relate it to Opportunities if needed.

Quick Recap

If you want: How many leads and deals came from Heyoo
Use UTMs.

If you want: Clicks and engagement visible inside Salesforce
Use Webhooks.

If you want: Sales to see advocacy touches in their deal context
Use Webhooks with Tasks or a custom object.