🔄 Trigger Events (Send a Webhook)

What's are Webhooks, again?

Webhooks are a powerful and simple method to transmit useful data between applications when an 'event' occurs. While webhooks are similar to an API, they don't require scheduled polling to figure out when data is modified. Instead the webhook is triggered instantly when an event you define takes place.

Building Webhook Events in Leadfwd

Leadfwd enables user's to build very customizable events to push the right contact data to their webhooks at just the right time. By utilizing our Automation workflow framework, users's can build a series of logical and data-driven conditions that when met, will automatically trigger their webhook event. It's the set it and forget it approach.

Examples of webhook events that can be built using Automation:

1. Sequence Completed, No Reply

2. Email Sent

3. Email Reply

4. Email Reply based on Sentiment (Positive or Negative)

5. Email Opened

6. Email Clicked (Any Link or Specific)

7. New CRM Lead or Contact

8. Sequence Start

9. Sequence End

10. Task Scheduled

11. Task Completed

12. Lead Score threshold met

13. Form submission
14. Website Visit (Any, specific page(s) or by duration)

Creating the Webhook POST event

Using Automation, select the Webhook Post action from the available options within the action rule dialog. 

You'll be presented with your available Outbound Connectors to select from. The Outbound Connector will control the end-point for the POST and the additional data properties that will be sent.

Send a webhook with Sequences

In addition to building custom rules within Automation to trigger a webhook event, you can also trigger webhook events with Sequences. When an enrolled contact reaches a Webhook action step within your Sequence, the outbound webhook is triggered automatically.

Example of webhook payload:

contact_id 1236581
email austin@*****.com
name Austin Manning
list_id 6608
list_name MA - SugarCRM Prospects
status Active
lead_score 1
lead_source Prospect [Software - 02/25/21 08:15:26]
timezone PT
unixtime_created 1614278370
date_created 02/25/2021 10:39:30am
unixtime_last_modified 1654569553
date_last_modified 06/06/2022 7:39:13pm
src_id 0
src_name Slack Connector
src_type Outbound Connector