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Integrations

Social media and webinars: publish, import registrants, capture leads

Publish posts to LinkedIn and Facebook from the CRM, import a Zoom webinar's registrants as Leads and receive leads from social listening / Sales Navigator / Zapier via webhook.

Under Settings → Integrations you find three Marketing/Social capabilities, all on the BYO model ("bring your own account"): the credentials are yours, with no cost, margin or intermediation from us. Each starts out inert: nothing happens until you configure and enable it. The credentials are stored encrypted and are never displayed back.

Prerequisites

  • Publishing: a LinkedIn Page (organization) with a token scoped w_organization_social, and/or a Facebook Page with a Page Access Token scoped pages_manage_posts.
  • Webinars: the Zoom credentials already configured on the Zoom card (Server-to-Server OAuth app) and the numeric webinar id.
  • Social capture: a tool (social listening, Sales Navigator via automation, Zapier/Make) capable of making a JSON POST to a URL with a secret header.
  • In Sellio, being an administrator to save the credentials and enable the capabilities under Settings → Integrations.

1) Publish to social (LinkedIn and Facebook)

Publish a post to your LinkedIn organization or to your Facebook Page feed straight from the CRM. You paste the access token and the page/organization id; the CRM only assembles and sends the post using YOUR account.

  1. On the "Publish to LinkedIn Page" card, enter the organization (numeric id or urn:li:organization:123456) and paste an access token with the w_organization_social permission. Save.
  2. On the "Publish to Facebook Page" card, enter the Page id and paste the Page Access Token (pages_manage_posts permission). Save.
  3. In each card's "Publish to social" section, write the text, optionally a link, and click Publish.
💡 Publishing is best-effort: if the token expired or lacks permission, you get a clear error and nothing is published. Each successful post is recorded as an activity in the history.

2) Webinar registrants (Zoom) → Leads

It reuses the Zoom credentials you already configured on the Zoom card (Server-to-Server OAuth app). Paste the webinar id and import: each registrant with an email becomes a Lead with source "webinar". The import is idempotent: re-importing the same webinar does not duplicate (the key is the email).

  1. Configure Zoom on the "Zoom" card (Account ID + Client ID + Client Secret), if you have not already.
  2. On the "Webinar registrants → Leads" card, paste the numeric webinar id and click Import registrants.
  3. At the end, the CRM shows how many Leads were created and how many were skipped (already existing or without email).

3) Generic social lead capture (webhook)

A webhook to connect social listening tools, LinkedIn Sales Navigator (via an automation of yours, since it has no open export) or Zapier/Make that push a lead or a mention to the CRM. You define a secret; the webhook URL identifies your account.

  1. On the "Social lead capture (webhook)" card, set a secret and save; then enable the integration to generate the URL.
  2. Point your automation to the URL shown, sending the secret in the X-Social-Secret header (or in the "secret" field of the JSON body).
  3. Send a JSON POST with { name, email?, company?, phone?, message?, source, external_id? }.

With an email, the payload becomes a Lead (source = the "source" field; dedup by external_id and then by email). Without an email, it becomes an activity, so the mention is not lost. Sending is idempotent by external_id: redeliveries do not duplicate.

Example: POST { "name": "Ana", "email": "ana@acme.com", "company": "Acme", "source": "sales_navigator", "external_id": "m_123" } with the X-Social-Secret header → creates/updates the Lead with source "sales_navigator".
💡 Security: the secret is mandatory and verified in constant time; calls without the correct secret are refused (401). An invalid URL token or a disabled integration returns 404.

How to test

  1. Publishing: write a test text in the card's "Publish to social" section and click Publish; check the post on your LinkedIn/Facebook Page and the activity recorded in the history.
  2. Webinars: paste the id of a webinar with registrants and click "Import registrants"; check how many Leads were created and look for them in the Leads list (source "webinar").
  3. Social capture: send a test JSON POST to the webhook URL with the X-Social-Secret header and check whether the Lead (with email) or the activity (without email) appeared.

Troubleshooting

  • Does not publish / clear error: the access token expired or lacks the right scope (LinkedIn w_organization_social; Facebook pages_manage_posts). Generate a new token and check the page/organization id.
  • Webinar does not import: confirm Zoom is configured (Account ID + Client ID + Client Secret) and that the webinar id is the correct numeric one. Registrants without email are skipped; re-importing does not duplicate (key = email).
  • Social capture 401: the secret was not sent in the X-Social-Secret header (or in the body's "secret" field) or is wrong. Align the same secret on both sides.
  • 404 on capture: invalid URL token or disabled integration. Enable the integration to generate/validate the URL.
  • No email in the payload: the lead becomes an activity (the mention is not lost); dedup uses external_id and then email.

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Social media and webinars: publish, import registrants, capture leads · Sellio