Custom macros allow you to make your automated messages flexible, dynamic, and personalized.
With their help, you can insert variable values directly into message texts or webhooks to tailor communications to a specific spot, lead, or action in a business process.

For example, you can automatically insert the actor's (manager's, employee's) name, company name, product link, promo code, or any other pre-defined value. This is especially convenient if you want to standardize message templates while maintaining a personalized touch.

What are custom macros?

Variables are elements that allow you to define custom macros in the spot settings.
All variables defined in a spot become available for use in business processes (BP) associated with this spot.
You can use them, for example:

• in the "Send message" block,
• or in the "Webhook" block.

How to add a custom macro

To create a variable, go to the "Spots" section.

Click the Variables button, then select Add Variable .

In the window that opens, fill in the fields:

Name - Enter a name that is convenient for you (for example, Имя ответственного менеджера ).

Value - Enter a unique name for the macro, starting with variable .
For example: variable__ manager or variable__product .
 

⚠️ Important: Each macro must have a unique value—duplicate names cannot be used.

Click the Save button.

The created variable is now available for use in all message templates and business process webhooks associated with this spot.

This variable is now available in message templates and webhooks for all business processes associated with this spot.

How to select and set a macro in a spot

Go to the editing section of the desired spot and open the "Variables" section.

Click the Add Variable button.

In the Variable field, select the name of the desired macro from the drop-down list.

In the Value field, specify the text that should be substituted instead of the macro.
For example:

for {variable__ manager } — Tatyana Nikulina

for {variable__product} – CRM SmartFlow

Click the "Make Changes" button.

How to use macros in messages

To use a variable in text, add it in curly braces.
For example:

If the spot settings indicate:

Value = Tatiana Nikulina

When sent, the message will look like this:

Examples of use

1. In the welcome message:

2. In the notification to the client:

💡 Custom macro examples

1. Macros for communication

2. Macros for personalizing messages

Actions with variables

• Edit - change the settings of an already created variable.
• Delete - Delete an unnecessary variable.

⚙️Editing columns

Clicking the "Edit" button opens the table settings window, where you can:

• Customize the display/hiding of the desired columns using the icon 👁
• Freeze columns at the beginning of the table – icon 📌
• Drag and drop rows to change the display order

After making the necessary changes, you must click the "Make changes" button.

Using variables in webhooks

Custom macros (variables) defined in the spot settings can be used not only in message texts, but also in the "Webhook" block within business processes.
This allows you to transfer dynamic data to external systems: CRM, analytics, notification services, and any API.

General operating principle

The logic for using variables in a webhook is as follows:

• Variables (custom macros) are created in the spot settings.
• For each variable in a specific spot, a value is assigned.
• The "Webhook" block is configured in the business process.
• The webhook body uses macros in the format {variable__name} .
• When executing a business process, macros are automatically replaced with real values.
• A request already filled with data is sent to the external service.

Using variables in the webhook body

Variables can be inserted into any text field in the webhook:

• request body (Body),
• parameters,
• Headers,
• URL (if supported).

Example of a webhook with variables

How it works in practice

If the spot settings are set to:

variable__leadname = Ivan Petrov

variable__actorname = Anna Smirnova

variable__company = TechnoPlus, LLC

variable__status = New lead

variable__source = Website

The following JSON will be sent to the external service:

Using variables in a webhook URL

Variables can also be used directly in the request URL:

When sending a webhook, the URL will be automatically converted to the actual values.

Using Variables in Headers

This is useful if you need to pass data for authorization or routing:

Important Features and Limitations

• If the variable is not set to a value , an empty string will be passed to the webhook.
• Macro names are sensitive to exact matches —missing a name will result in incorrect substitution.
• Variables are substituted at the time of execution of the business process , and not when saving.

Recommendations for use

• Use clear and consistent macro names ( variable__leadname , variable__deal_id ).
• Only pass necessary data through webhooks to avoid overloading the request.
• For complex integrations, use IDs and statuses rather than free text.
• Test your webhook in a test scenario before using it in production.

Typical use cases

• Transferring lead data to CRM
• Sending information about the transaction status
• Logging events to an external system
• Data synchronization between spots
• Integration with analytical and BI services

Benefits of Custom Macros

🔄 Automation: data is entered automatically, without manual editing.

💬 Personalization: each message looks individual and alive.

⚙️ Flexibility: you can create any variables to suit the needs of a specific spot.

🧩 Consistency: one template can be used across different processes and scenarios.