Using a webhook, you’ll be able to push data to an external endpoint after a record is converted from one stage to another.
- To add a webhook, go to Settings > Workflows > open the workflow for the webhook.
- Select the relevant stage. For example, if you want to trigger the webhook when an account is moved to the “Prospect” stage, choose that stage. Locate the “External Webhooks” section:
- Click “Add new webhook” to add a new webhook.
- A webhook has the following fields:
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- Name – This is a friendly name to identify the webhook.
- Active (On/Off) – Check this to enable the webhook.
- Endpoint URL – Enter the full endpoint URL including the “https://” at the beginning.
- Data – Select the fields to be included in the payload. The data will be sent as JSON. For example, if you selected the company name, first and last names, and the email address as the payload, the following JSON will be sent:
{“company”:”ABC Corp”,”first_name”:”John”,”last_name”:”Smith”,”email”:”john@johnsmith.com”} - Failure Notification Recipient – Enter the email address of the administrator who will be alerted if the webhook fails to run.
- Click “Save” to save the webhook.