How to Configure Webhooks

Webhooks provide an easy and efficient way to automate processes by allowing one service to send real-time data to another. By connecting a service using webhooks, you can automatically receive notifications or trigger specific actions when certain events occur. Whether you're looking to streamline workflows or enhance integrations, webhooks offer a powerful solution.

This guide will walk you through the steps to set up webhooks, ensuring seamless communication between our platform and other tools you use.

Webhook Settings

To access your Webhook settings, go to the Integrations tab, find the Webhook integration, and click Connect.

You will be directed to a page with three tabs: Webhooks, Label Settings, and Base Settings.

• In Webhooks, you can monitor existing webhooks or create new ones.

• In Label Settings, you can select which labels will trigger a webhook by toggling them on or off.

If you wish to edit or delete labels, please refer to this article for a more detailed instruction.

• Base Settings let you configure how data about your prospects is pulled from the platform.

For each field, you can choose the format:

• Default: Only the relevant information will be displayed.

• Default + Number: The relevant information with an item number.

• Date Time: The date and time when the information was pulled.

• Disabled: The field will not be included in the data export.

By carefully configuring your webhook settings and app integrations, you ensure that your data flows efficiently, saving time and reducing manual tasks.

For more detailed instructions on label management and data exports, contact our Customer Support team.