CRM Webhooks

A webhook is an HTTP-based callback function that enables direct communication between web applications. It is distinct from APIs in that it eliminates the need for polling by shifting the communication responsibility to the server, avoiding repetitive client calls to check for events. Webhooks allow one application to send automatic notifications or trigger actions in another application whenever a specific event occurs.

In the CRM, webhooks are essential for tasks such as sending notifications and automating workflows triggered by events like creating or editing contacts or companies. For example, you can use a webhook for a contact creation event to automatically send real-time notifications.

This document discusses the following topics

• Updating a webhook
• Enabling a webhook
• Disabling a webhook

Updating a webhook

To update a webhook:

1. Navigate to the CRM from the main menu.
2. Select Webhooks.
3. Select the event you want to modify.
4. Make your changes.
5. Select SAVE.

These are the input requirements and descriptions for updating a webhook:

Enabling a webhook

To enable a webhook:

1. Navigate to the CRM from the main menu.
2. Select Webhooks.
3. Select the event whose webhook you want to enable.
4. Enable the webhook using the toggle.
5. Select SAVE.

Disabling a webhook

To disable a webhook:

1. Navigate to the CRM from the main menu.
2. Select Webhooks.
3. Select the event whose webhook you want to disable.
4. Disable the webhook using the toggle.
5. Select SAVE.