Webhooks
Connect your CRM to external apps and services by automating data exchange whenever key events happen in your account.
Key Features
- Outbound Webhooks: Automatically notify an external service (like Zapier, Slack, or a custom app) when something happens in your CRM.
- Inbound Webhooks: Receive data from external services into your CRM using a unique URL you share with the other service.
- 12 Trigger Events: Choose exactly which event fires the webhook — from a new lead to a signed contract.
- Custom Payloads: Define what data gets sent using a flexible template with dynamic variables.
- Test & Monitor: Send a test payload at any time and track success and error counts per webhook.
- Enable / Disable: Toggle any webhook on or off without deleting it.
Trigger Events
Webhooks can fire on any of these events:
| Event | When it fires |
|---|---|
| Lead Created | A new lead is added |
| Form Submitted | A contact submits a form |
| Quote Accepted | A quote is accepted |
| Contract Signed | A contract is signed |
| Invoice Paid | An invoice is marked paid |
| Invoice Sent | An invoice is sent |
| Appointment Booked | An appointment is scheduled |
| Status Changed | A contact status changes |
| Tag Added | A tag is added to a contact |
| Payment Received | A payment is recorded |
| Project Completed | A project is marked complete |
| Portal Message | A client sends a portal message |
How to Use
Create an Outbound Webhook
- Click New Webhook.
- Enter a name and select Outbound (we call them).
- Choose the trigger event.
- Enter the external service's endpoint URL and HTTP method (POST, PUT, or PATCH).
- Optionally add custom headers (e.g., an authorization token) and a payload template.
- Click Save Webhook.
Create an Inbound Webhook
- Click New Webhook.
- Enter a name and select Inbound (they call us).
- Choose the trigger event that this incoming data represents.
- After saving, copy the generated Webhook URL and paste it into the external service.
Test a Webhook
Click the Test button (flask icon) on any outbound webhook to send a sample payload and confirm it's working.
Enable or Disable
Click the Toggle button to activate or pause a webhook without deleting it.
Tips
- Use payload templates with
{{contact.name}}and{{contact.email}}style variables to send dynamic data. - The Errors column highlights any delivery failures in red — click Test to re-verify the connection.
- Use the Direction and Status filters to quickly find a specific webhook in a long list.
- Inbound webhooks receive data from services like payment processors or form tools and map it directly into your CRM.