PortalWibiz Setup Guide

Wibiz Dashboard Integration Guide

Complete step-by-step instructions to connect BizConnect360 / Scale360 with the Wibiz Dashboard as the single source of truth. Covers API key setup, custom fields, pipeline configuration, Make.com automation, referral links, agent sites, and the full commission grid.

BC360 v2.0Last updated: March 2026

BizConnect360 operates as a unified CRM layer that sits on top of the Wibiz Dashboard (the CRM platform your team uses). The BC360 system handles rep management, referral tracking, and commission calculations, while the Wibiz Dashboard manages contacts, automations, appointment booking, and client communications.

Architecture Flow

Client visits referral linkscale360.wibiz.ai/?ref=S360-003

Lead submits formBC360 creates lead record + tags rep code

BC360 → Wibiz DashboardContact created with rep tag via Private API

Wibiz automation firesFollow-up sequence + appointment booking

Stage update in Wibiz DashboardWebhook back to BC360 updates pipeline

Payment receivedCommission auto-calculated for rep

BC360 Handles

Rep registration & referral IDs

Lead pipeline (7 stages)

Commission tracking

Admin & rep dashboards

Referral link generation

Wibiz Dashboard Handles

Contact CRM & history

Email/SMS automations

Appointment booking

Funnel pages (agent sites)

Workflow triggers via Make.com

Where to update your API key in BC360

In the BC360 Management UI, go to Settings → Secrets. Update the following two secrets:

GHL_PRIVATE_API_KEYREQUIRED

Your Private Integration API key from the Wibiz Dashboard → Settings → Integrations → Private Integrations

MAKE_WEBHOOK_URLRECOMMENDED

Your Make.com scenario webhook URL for Scale360 pipeline automation

Location ID (pre-configured in server): 4NIo95IzKUVayysfr0PX

Generate a Private Integration API Key

Log into the Wibiz Dashboard. Go to Settings → Integrations → Private Integrations → Create New Integration. Name it "BizConnect360 Dashboard". Enable scopes: contacts.write, opportunities.write, contacts.readonly, opportunities.readonly. Copy the generated key.

Add the API Key to BC360 Secrets

In the BC360 Management UI sidebar, click Settings → Secrets. Find GHL_PRIVATE_API_KEY and paste your key. Save. The server will automatically use it for all Wibiz Dashboard API calls.

Verify the Connection

After adding the key, go to Admin Dashboard → Wibiz Sync tab. You should see a green 'Connected' status and your Location ID confirmed.

Access Your Wibiz Dashboard Sub-Account

Log into the Wibiz Dashboard. Navigate to your BizConnect360 sub-account (not the agency-level account). All configuration should be done at the sub-account level with Location ID 4NIo95IzKUVayysfr0PX.

Enable Required Integrations

Go to Settings → Integrations and ensure the following are enabled: Webhooks, Forms, Calendars, and Pipelines. These are required for the BC360 integration to function.

Set Up Your Business Profile

Under Settings → Business Profile, confirm your business name, timezone, and contact information are accurate. This affects all automated communications sent to leads.

Configure Email & SMS Sending

Under Settings → Email Services, connect your sending domain (e.g., [email protected]). For SMS, connect your Twilio or LC Phone number. Both are required for automated follow-up sequences.

Custom fields are critical for tracking rep attribution and vertical assignment. Create these fields in the Wibiz Dashboard under Settings → Custom Fields → Contacts.

Field Name	Field Key	Type	Purpose
Rep Code	rep_code	Text	Stores the referring rep's ID (e.g. S360-003)
BC360 Lead ID	bc360_lead_id	Text	Links GHL contact to BC360 database record
BC360 Stage	bc360_stage	Dropdown	Current pipeline stage in BC360
Vertical	bc360_vertical	Dropdown	Which BC360 vertical (Fundable360, etc.)
Plan	bc360_plan	Dropdown	Lite / Standard / Pro
Setup Fee	bc360_setup_fee	Number	One-time setup fee amount
Monthly Fee	bc360_monthly_fee	Number	Recurring monthly fee amount
Referral Source	referral_source	Text	How the lead found BC360

After creating the rep_code field, note its Field ID from the URL (e.g., aVt0KNcl5azG2Rdx7oFC). You'll need this when configuring webhook payloads.

Create Dropdown Options for bc360_stage

Add these exact values to the bc360_stage dropdown field:

values

lead_captured
audit_submitted
follow_up_active
payment_received
onboarding_submitted
active_client
lost_cold

Create Dropdown Options for bc360_vertical

values

Fundable360
Share360
Scale360
Legacy360
Build360
Protect360

Create a dedicated pipeline in the Wibiz Dashboard that mirrors the BC360 7-stage pipeline. Go to CRM → Pipelines → Add Pipeline.

Create Pipeline Named "BC360 Main Pipeline"

Name it exactly BC360 Main Pipeline. This name is referenced in automation workflows and Make.com scenarios.

Add These 7 Stages in Order

Lead CapturedInitial contact — lead submitted via referral link or rep

Audit SubmittedBusiness audit form completed by the prospect

Follow-Up ActiveActive follow-up sequence running, calls scheduled

Payment ReceivedSetup fee payment confirmed

Onboarding SubmittedOnboarding form completed, account setup in progress

Active ClientClient is live and using BC360 services

Lost / ColdDeal lost or prospect gone cold

Enable Stage-Change Webhooks

For each stage, click the stage settings gear icon and enable "Trigger webhook on stage change". Set the webhook URL to your BC360 endpoint (configured in the next section).

Opportunity names in GHL should follow the format: [Business Name] — [Vertical] — [Rep Code] (e.g., "Acme Corp — Fundable360 — S360-003"). This ensures contacts are correctly labeled by vertical and rep in the BC360 dashboard.

Webhooks are the backbone of the BC360 ↔ Wibiz Dashboard integration. They allow real-time data sync in both directions.

BC360 Inbound Webhook URL (from Wibiz Dashboard)

https://bizconnect-6mbfxzcq.manus.space/api/ghl/webhook

Add Inbound Webhook in Wibiz Dashboard

Go to Settings → Integrations → Webhooks → Add New Webhook. Paste the BC360 webhook URL above. Select these events to send:

ContactCreate — when a new contact is added
ContactUpdate — when contact data changes
OpportunityStageUpdate — when pipeline stage changes
AppointmentCreate — when appointment is booked
FormSubmission — when a form is submitted

Configure the Webhook Payload

Ensure the webhook payload includes the rep_code custom field. GHL sends custom fields in the customFields array. The BC360 webhook handler automatically extracts this.

json

{
  "type": "ContactCreate",
  "contact": {
    "id": "ghl_contact_id_here",
    "firstName": "John",
    "lastName": "Smith",
    "email": "[email protected]",
    "phone": "555-0100",
    "companyName": "Acme Corp",
    "tags": ["rep:S360-003", "vertical:Fundable360"],
    "customFields": [
      { "key": "rep_code", "value": "S360-003" },
      { "key": "bc360_vertical", "value": "Fundable360" }
    ]
  }
}

Test the Webhook

After saving, click "Send Test" in the Wibiz Dashboard. Then check the BC360 Admin Dashboard → Wibiz Sync tab to verify the event was received and processed.

Set Up Outbound Webhook (BC360 → Wibiz Dashboard)

When a rep submits a lead through BC360, the system automatically creates a contact in the Wibiz Dashboard via the Private API. Additionally, BC360 fires your Make.com webhook (see Section 7) which can trigger further Wibiz Dashboard automations.

BC360 uses the Private Integration API (not webhooks) to push contacts directly to the Wibiz Dashboard. The Make.com webhook handles all downstream automation triggers.

Every rep gets a unique referral link in the format https://scale360.wibiz.ai/?ref=S360-XXX. This link is auto-generated when you register a rep in the BC360 Admin Dashboard.

Go to Admin Dashboard → Reps tab → Register New Rep. Fill in the rep's details. The system automatically:

Generates the next sequential rep code (S360-001, S360-002, etc.)
Creates the referral link: https://scale360.wibiz.ai/?ref=S360-XXX
Stores the rep in the database with their profile

Share the Referral Link

The rep can find their referral link in their Agent Dashboard (top of the page and in the sidebar). They can copy it with one click and share via email, social media, or text message.

How the Link Tracks Leads

When a prospect visits the referral link, the ?ref=S360-XXX parameter is captured by the BC360 landing page. When the prospect submits the form, their lead record is automatically tagged with the rep's code.

Replicate Agent Sites in GHL

For each rep, create a GHL funnel page (see Section 8) that pre-fills the rep code. The URL structure should be:

url

https://your-ghl-funnel.com/apply?rep_code=S360-003
# OR using GHL's custom domain:
https://scale360.wibiz.ai/apply?ref=S360-003

The BC360 referral link system and GHL funnel pages work together. You can use either URL format — both capture the rep code and tag it to the lead in both BC360 and GHL.

You already have a working Make.com workflow for Scale360

BC360 will trigger it automatically on every lead creation and stage change. Add your Make.com webhook URL to the MAKE_WEBHOOK_URL secret in BC360 Settings.

Get Your Make.com Webhook URL

Open Make.com → your Scale360 scenario → click the webhook trigger module → copy the URL (starts with https://hook.make.com/...). Add it to BC360 Secrets as MAKE_WEBHOOK_URL.

BC360 Sends This Payload to Make.com

json

{
  "event": "lead_created",
  "timestamp": "2026-03-10T08:00:00Z",
  "lead": {
    "id": 42,
    "firstName": "John",
    "lastName": "Smith",
    "email": "[email protected]",
    "phone": "555-0100",
    "businessName": "Acme Corp",
    "vertical": "Scale360",
    "plan": "standard",
    "repCode": "S360-001",
    "agentLevel": "1st Level",
    "referralLink": "https://scale360.wibiz.ai/?ref=S360-001",
    "stage": "lead_captured",
    "source": "referral_link"
  }
}

Stage Change Payload

json

{
  "event": "stage_changed",
  "lead": {
    "id": 42,
    "repCode": "S360-001",
    "vertical": "Scale360",
    "fromStage": "audit_submitted",
    "toStage": "payment_received",
    "changedBy": "admin"
  },
  "commission": {
    "triggered": true,
    "amount": 750,
    "type": "enrollment",
    "agentLevel": "1st Level"
  }
}

Recommended Make.com Actions per Trigger

Trigger: lead_created

→ Create contact in Wibiz Dashboard with rep_code custom field

Trigger: stage → payment_received

→ Create opportunity in BC360 pipeline + notify rep of commission

Trigger: stage → active_client

→ Send welcome email + notify rep of activation

Trigger: stage → lost_cold

→ Tag contact in Wibiz Dashboard as Lost + notify admin

Build these workflows in Wibiz Dashboard → Automations → Workflows. Each workflow handles a specific stage in the BC360 pipeline.

Workflow 1: New Lead Welcome Sequence

Trigger: Contact Created OR Form Submission (BC360 referral form)

Actions:

1.Wait 2 minutes

2.Send SMS: 'Hi [First Name], thanks for your interest in BizConnect360! We'll be in touch within 24 hours. — [Rep Name]'

3.Send Email: Welcome email with BC360 overview PDF

4.Create opportunity in BC360 Main Pipeline → Stage: Lead Captured

5.Notify rep via email/SMS that a new lead came in under their referral code

6.Update custom field bc360_stage = lead_captured

Workflow 2: Audit Form Follow-Up

Trigger: Opportunity stage changes to 'Audit Submitted'

Actions:

1.Send confirmation email: 'Your audit has been received!'

2.Assign to sales rep (use rep_code custom field to route)

3.Create task for rep: 'Review audit and schedule call within 24 hours'

4.Start 3-day follow-up sequence if no response

5.Update bc360_stage = audit_submitted

Workflow 3: Payment Received → Onboarding

Trigger: Opportunity stage changes to 'Payment Received'

Actions:

1.Send payment confirmation email

2.Send onboarding form link

3.Notify admin: 'New payment received — [Contact Name] — [Plan]'

4.Trigger BC360 webhook to calculate and create commission record

5.Update bc360_stage = payment_received

Workflow 4: Active Client Onboarding

Trigger: Opportunity stage changes to 'Active Client'

Actions:

1.Send welcome-to-the-family email with login credentials

2.Add contact to 'Active Clients' smart list

3.Schedule 30-day check-in call

4.Trigger monthly commission calculation in BC360

5.Update bc360_stage = active_client

Each rep gets their own version of the BC360 landing page, pre-tagged with their referral code. In the Wibiz Dashboard, this is done using funnel cloning and URL parameters.

Create the Master Funnel Template

Build the master BC360 lead capture funnel in Wibiz Dashboard → Funnels & Websites → Funnels. Design it to match the BC360 landing page. Include a hidden field for rep_code.

Use URL Parameters to Pre-Fill Rep Code

Wibiz Dashboard funnels support URL parameter pre-filling. Add a hidden form field named rep_code and configure it to auto-fill from the URL parameter ?ref:

javascript

// In Wibiz Dashboard funnel custom code block, add this script:
window.addEventListener('DOMContentLoaded', function() {
  const urlParams = new URLSearchParams(window.location.search);
  const refCode = urlParams.get('ref');
  if (refCode) {
    // Find the hidden rep_code field and set its value
    const repField = document.querySelector('input[name="rep_code"]');
    if (repField) repField.value = refCode;
    
    // Also store in sessionStorage for multi-step funnels
    sessionStorage.setItem('bc360_ref', refCode);
  }
});

Clone Funnel for Each Rep (Optional)

For reps who want a fully personalized page (with their photo and bio), clone the master funnel and update the rep-specific content. The clone's URL will be:

url

https://scale360.wibiz.ai/[rep-name]
# OR use the master funnel with URL param:
https://scale360.wibiz.ai/apply?ref=S360-003

Connect Form Submission to BC360

In the funnel form settings, add a webhook action on form submission. Point it to the BC360 webhook URL. This ensures every form submission from the agent's Wibiz Dashboard funnel is captured in BC360 and tagged to the correct rep.

All activity on the agent's Wibiz Dashboard site (form submissions, page views, appointments) will feed back into BC360 via webhooks and be tagged to the agent's rep code and vertical.

Full commission structure from the BizConnect360 Commission Grid document. All percentages apply to enrollment fee or monthly subscription.

Fundable360

Level	Enrollment	Recurring
MGA / Channel Partner	40% of enrollment fee	40% monthly — no yr-2 decline
1st Level	30% of enrollment fee	30% monthly — no yr-2 decline
2nd Level	20% of enrollment fee	20% monthly — no yr-2 decline

Scale360

Level	Enrollment	Recurring
MGA / Channel Partner	40% of enrollment fee	40% of monthly subscription
1st Level	30% of enrollment fee	30% of monthly subscription
2nd Level	20% of enrollment fee	20% of monthly subscription

Legacy360

Level	Enrollment	Recurring
MGA / Channel Partner	40% of enrollment fee	40% monthly — no yr-2 decline
1st Level	30% of enrollment fee	30% monthly — no yr-2 decline
2nd Level	20% of enrollment fee	20% monthly — no yr-2 decline

Share360

Level	Enrollment	Recurring
MGA / Channel Partner	Paid by banking partner	Paid by banking partner
1st Level	Paid by banking partner	Paid by banking partner
2nd Level	Paid by banking partner	Paid by banking partner

Build360

Level	Enrollment	Recurring
MGA / Channel Partner	40% of enrollment fee	40% monthly — no yr-2 decline
1st Level	30% of enrollment fee	30% monthly — no yr-2 decline
2nd Level	20% of enrollment fee	20% monthly — no yr-2 decline

Protect360

Level	Enrollment	Recurring
MGA / Channel Partner	40% of enrollment fee	40% monthly — no yr-2 decline
1st Level	30% of enrollment fee	30% monthly — no yr-2 decline
2nd Level	20% of enrollment fee	20% monthly — no yr-2 decline

Quick Reference

Key URLs

Admin Dashboard/admin

Rep Dashboard/rep

Client Landing/join?ref=S360-XXX

Wibiz Webhook/api/ghl/webhook

Commission Rates

MGA / Channel Partner40% enrollment + recurring

1st Level30% enrollment + recurring

2nd Level20% enrollment + recurring

Location ID4NIo95IzKUVayysfr0PX

BizConnect360 Wibiz Dashboard Integration Guide · Scale360 · Wibiz · v2.0

For support, contact your BC360 technical team