Webhooks

Webhooks

Webhooks facilitates communication with third-party applications by sending instant web notifications every time an event occurs in CRM. With Webhooks, you can configure HTTP URLs and associate them in workflow rules to automate the entire notification process.

Set Up Webhooks

Setting up Webhooks includes the following three steps:

  • Create a webhook.
  • Associate webhook to a workflow rule.
  • Test webhook integration.

To create a webhook

  1. Click Setup > Automation > Workflow > Webhooks.
  2. In the Webhooks page, click the Configure Webhook.
  3. In the Configure Webhook page, specify all necessary parameters.
  4. Click Save.

To associate webhook to a workflow rule

  1. Click Setup > Automation > Workflow Rules.
  2. In the Workflow Rules page, click the Create a Workflow Rule.
  3. In the Workflow Rule page, specify workflow rule parameters.
  4. Under Workflow Actions, select the webhooks to be triggered.
  5. Click Save.