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How to Send Data to your CRM Using Webhooks

Written by Support

Overview

Webhooks let you automatically push data from Salesflow into your CRM whenever something happens in a campaign - a connection, a reply, a follow-up, and more. This guide walks you through setting one up using Zapier, but Salesflow works with any webhook-compatible tool.

Before you start: you'll need a Zapier account on a paid plan, since Zapier's webhook trigger isn't available on the free tier.


How to create a Zapier webhook that sends data to your CRM

  1. Go to the integrations tab and click on Webhooks.
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  2. Add new Webhooks
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  3. Name your integration and get the target URL.
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  4. To get the target URL, log into your Zapier account.
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  5. Click Create Zap.
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  6. In the trigger search bar, type in Webhooks by Zapier
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  7. Click Webhooks by Zapier
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  8. Click on Catch Hook and click continue
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  9. Press continue again on the next trigger section
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  10. Once you click continue, the webhook will show. If you notice, the webhook is waiting for an action. This action must come from Salesflow.
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  11. Copy the webhook and paste it in Salesflow, in the target URL section, and click TEST!
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  12. Once you click the test button, an OK message should show in Salesflow.
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  13. You can also test your Zapier trigger to check if everything is going as intended. If everything is working fine, click SAVE in Salesflow.
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  14. Once you click save, click on Attach Campaign. At this point the webhook is working as intended, it is listening for any incoming requests.
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  15. Once you click on Attach Campaign, you will be able to see all your campaigns and conditions to execute the webhook on.
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    Execute On options are:
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    A) Member connected - when someone has accepted your connection request.

    B) Reply detected - when someone has replied to any of your follow up messages.

    Every time a reply is detected, the entire conversation will be pushed. In order to get reply detected, map the field titled Member Actions Formatted

    C) Invite sent - when a connection request is sent to your campaign members.
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    D) Invitation withdrawn - when the invitation has been withdrawn manually or automatically.
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    E) Follow-up sent - when a follow-up message is sent from your Salesflow campaign.
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    F) Tagged as lead - when a Campaign Member gets tagged as “Lead” in the Inbox.
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    For example, attaching your "Communications" campaign with Member Connected selected means the webhook fires every time someone in that campaign accepts a connection request.


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  16. Click Attach to add the campaign and conditions to the webhook.
    ​NOTE: you can add as many campaigns to the webhook, just repeat step 14 (clicking attach campaign)
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  17. Go back to Zapier and click Continue with selected record
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  18. Search for your CRM system in the Action section and click it.
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  19. Select what you want it to do in your CRM system, for example: Add or update Contact
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  20. Map the fields coming from Salesflow to the corresponding fields in your CRM. Every CRM handles this a little differently, so configure whichever fields matter for your workflow.
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  21. Once you fill in the fields, press continue.
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  22. Test the action to make sure everything is OK and press publish.
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  23. Rename your zap and make sure to turn it on.

We hope this guide was helpful! However, if you have any questions, feel free to reach out to us via the support chat or at support@salesflow.io

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