To create a webhook, go to Settings on the left sidebar, select the Webhooks section, and click the "Create webhook" button.
Next, you need to give your webhook a name and select an event from the list to which the webhook will respond.
*The event "Contact Exported" may not be obvious—this is a semi-manual Webhook that allows you to export leads from the CRM in just one click.
Now, go to make.com (used as an example, but you can choose any service that suits you) and “create a new scenario”:
Select Webhooks ⇒ Custom Webhooks
Once the Webhook is created, copy the generated link. Return to Grinfi Sales, paste the copied link into the Target URL field, and click "Create."
That's it! The Webhook has been created on our side.
To receive data, follow these steps: go back to make.com and click "Save." ⇒ run it once ⇒ return to Grinfi, click on the created Webhook, then click "…" ⇒ select "Test", pick a contact for testing, and confirm.
Now, check make.com—you’ll see that the Webhook has successfully received all contact details, including position, company, etc.
At this stage, you can configure the Webhook to suit your needs. For example, you’d like to send the data to Google Sheets or into a CRM. To do this, create the second part of the Webhook (1), linking it to the system where you want to export data. Then, configure it according to the provider’s documentation, selecting which data you want to export (2).
