💡 Creating Webhooks is available on demand for Power users.
You can now create webhooks on Collaborate that automatically populate your CRM whenever a collaboration is created or updated.
Pushing this data back into your CRM will help you:
Build your own intro request workflows to map your existing processes
Retrieve your work from Reveal directly into Salesforce
Create your own tracking dashboards
We can trigger 2 types of information from Collaborate:
Creation: when a collaboration is created (eg: new intro request)
Update: when a collaboration is updated (eg: status update, stage etc.)
Messages: coming soon!
A Collaboration is created
Every time a collaboration is created, we will trigger a webhook. So, if your sales create 3 "Get Intros", and you create 2 collaborations, we will trigger your webhook 5 times. If you bulk add 25 collaborations, we will trigger your webhook 25 times.
An update is made on a Collaboration
Every time a collaboration field is updated (status, activity date, source..), we'll trigger the webhook with the payload below updated.
How?
Triggers can take up to 30 min to be triggered (this will be improved), so don't worry if you see a collaboration on Reveal, but not on your CRM.
We limit to 25 collaborations/intro per 30 min on creation or updates. This limit has been set to avoid bugs. If this is too limiting for you, you can use our API directly for which the threshold is unlimited.
PS: we are currently changing our tech stack to avoid timing and volume limitation
Payload
We'll send you
Field Name : Value
category: Intro request / Bookmark / Partner Referral
created_at: 2024-05-03T11:24:25.586602Z
updated_date: 2024-05-03T11:24:25.586602Z
activity_date: 2024-05-03T11:24:25.586602Z
open_opportunity_count: 0
partner_name: Microsoft
company_name: Google
company_owner_name: Guillaume Dugxxxx
company_id: 0010900000i61XXXXXX (from your CRM)
Type: Source (influence,
Stage: To Discuss
Direction : Mine, Partner
Collaboration_id : 12345
How to set it up
This setup is not working inside our product but needs to be requested to your Account Manager.
What we'll need from you
Your written authorization to push data to your webhook and the creation of the API key
The filters you would like to apply - they can apply on any of the fields listed in the payload
Provide a webhook endpoint
If you want to setup webhooks in your workspace, please reach out to your AM 😃