What?
Webhooks is the way to receive particular information (events) from GetSales. It could be considered as a simplified API for receiving events only.
Why?
There are multiple scenarios for using webhooks, but the most popular is exporting leads to your CRM along with the communication history. It's quite flexible and easy to implement. Implementation is possible through a number of platforms like Zapier or make.com.
How-to
Utilizing webhooks commonly includes 3 elements:
Setup on GetSales - to create rules for sending webhooks;
Setup on Zapier, make.com or any other platforms - to create an automation, rules for receiving webhooks/ events and sending them to your CRM;
Setup on your CRM - to align the received data with your goals and adjust your CRM automations based on that data.
Please, find the details related to first two steps below. Within a couple of weeks we would add more information/ examples.
Setup on GetSales
To find webhooks you should navigate to the menu / settings / webhooks. To finish the setup you'd need an url address taken from Zapier/ Make.com/ etc.
Now we have to choose and setup the right webhook / event. Generally there are 2 groups of events:
Fake event, like exporting. This event could be triggered by you manually or though the automation at any point of time. Apparently it's a one-time event.
Real event, like a sent or received message. There are both one-time and recurring events.
At the moment there are following webhooks available on GetSales:
Contact exported (action/ trigger is available through the mass/ manual actions on CRM, but shortly would be available as an action inside of automation);
Contact Blocked your LinkedIn profile;
Contact Replied LinkedIn Message;
Contact Unsubscribed from Email;
Contact Replied Email;
Sender Profile Sent LinkedIn message;
Sender Profile Sent Email;
Email Bounced;
!Over time we would be adding more webhooks! Let us know what event you need the most.!Filters temporally aren't available, but would be released within 2 week!
What you have to do is:
Name the webhook;
Choose the webhook from the list;
Apply additional filters according to your needs;
Add an url from Zapier/ Make.com or any other tool.
All the events would be sent automatically apart from the Contact Export.
2. Setup on Zapier
To utilise webhooks you'd have to use some 3-d party no-code platforms to catch webhooks/ event. One of the most popular/ reliable and expensive solutions is Zapier. You'd have to sign up to start using it.
We recommend checking Zapier learning center to enhance your skills and build better integrations.
Once you singed up you'd have to create your first Zap.
Click Create - Zaps. You'd get inside of your first automation.
First step would be creating a trigger. Click on 1.Trigger and choose Webhook Premium
Now you'd have to choose the event type - Catch Hook. Click Continue.
You don't need a child key, so click continue again.
Almost there. Now you have to copy the url address to use on GetSales. Every time you need us to send an event we would send it to this url address and Zapier would receive it.
Here you go.
After the webhook is created on the GetSales side, you need to test the trigger.
You can do this in the following way: save a contact in our system in advance, for example, your colleague. To save just one contact, use our extension.
Open the contact card (CRM - Contacts), click on export - webhook export - and in trigger webhook select the previously created webhook - confirm.
After that, go back to your automation in Zapier, there should appear your test request, click on continue with the selected record. Inside this request will be the data that our platform sends to Zapier, we need them later when we connect the integration with CRM, so we can match the fields (what our system sends and into which field in the CRM this information should go)
Don't forget that exporting doesn't work automatically, so you'd have to trigger the even manually through the CRM or adding an action inside of your GetSales automation.
Now you only need to decide what action to submit once you receive the webhook on Zapier.
It could be an action in your CRM. E.g. creating a contact or a deal on HubSpot. In that case you'd have map the data and connect your HS account to Zapier.
We're almost there! Now, when you select and authorize in the CRM you plan to use, you will need to fill in the action block with the fields that exist in your CRM and match them with the data we send, and then click on the "Test" button, then a contact that we used for the test request will be created in your CRM.
Troubleshooting
Includes:
1. Conducting tests on your webhooks to verify their functionality matches your expectations. To achieve this, please click on the three dots at the end of the string and select the test option.
The same way you can edit or delete your webhooks (hit edit or delete respectively).
2. Checking the errors. You can find the number of errors right on the Webhooks tab. The list of sent webhooks along with the failed webhooks (and error details) can be found on the Webhooks History Tab.
Make sure you fixed the problem before retrying to send the event again by clicking on the reloading icon.
3. It's also possible and recommended to monitor errors on the Zapier side.
Shortly we would add more details, related to:
Additional information on how webhooks work technically;
The best bundles to set up integration with your favourite CRMs;
Guidance on troubleshooting;
Please, don't hesitate to message our customer support to request additional assistance or require some more documentation.