An Inbound Webhook lets data flow automatically from external systems into your CRM. When something happens in an external system (like a new customer order), it sends an HTTP request to a specific address in your CRM, which then kicks off a series of actions in response. This real-time data transfer keeps your CRM up to date and reduces manual work.

To get started, click +Add New Trigger. In the side menu, search for and add Inbound Webhook as your trigger.

📌NOTE: This is a Premium Trigger.

How to Use Inbound Webhook

Using the Inbound Webhook Workflow Trigger is simpler than it sounds. There are three steps:

  • Get the Webhook URL and Test.
  • Choose and Save Data.
  • Create or Update Contacts.

Get the Webhook URL and Test

First, get the webhook URL, which is the address where your CRM will receive incoming data. Add it to a third-party app like Make or Zapier, then send data to that address using the correct method.

Choose and Save Data

Click the Fetch Sample Requests button to confirm everything is working, then select the data fields you want to use and save.

Create or Update Contacts

Finally, put the data you've received to work. You can create new contacts or update existing ones directly from the incoming webhook data.

From there, you can use the data in all sorts of ways, such as sending emails or triggering follow-up actions.

Running Without Contacts

Inbound webhooks work even without contact information. You can send data and trigger workflow actions without knowing who it's from, then add contact details later if needed.

Why Are Inbound Webhooks Useful?

Inbound Webhooks simplify how data flows into your CRM. Here are a few practical uses:

  • eCommerce Order Integration: Automatically send customer order details from your online store to your CRM, reducing manual data entry and errors.
  • Customer Support: Streamline support by sending customer enquiries directly to your CRM, ensuring faster and more organised responses.
  • Event Registration: Easily track attendees by automatically adding their registration details to your CRM.
  • Lead Capture: Capture website form submissions and send them straight to your CRM for efficient follow-up by your sales team.

Important Notes

  • Use the correct communication method, ensuring data is in JSON format with clear labels.
  • Email or phone numbers are essential to create or update contacts.
  • Avoid using complex data types like lists, as they are harder to process.
  • Update your setup if your data format changes.
  • To maintain security, change your webhook URL if it's compromised.

Inbound Webhooks give you a straightforward way to connect your systems, automate tasks, and keep your data accurate. Whether you're managing orders, capturing leads, or tracking registrations, they save time and make your workflows more reliable.