Overview
SalesRabbit's subscription webhooks allow you to subscribe to events happening in your SalesRabbit account. Rather than making regular calls or polling the API for changes you can be notified of events as they occur. SalesRabbit can send an HTTP request to an endpoint that you configure based on criteria that you set up.
If you are an account administrator, webhook management can be done right within SalesRabbit's web app.
*Note: if you are using a Marketplace integration, then you should see webhooks here for the registered integration, please don't delete them as this will break the integration and it will have to be set up again.
Setup Instructions
Below are some instructions on how to register a webhook and configure the events you'd like to receive data for:
1. Configure a webhook in an external system that can receive data that is sent to it via HTTP calls.
2. Within the web app go to Integrations > Webhooks > Click "New"
3. Title: add a Title to your webhook subscription.
4. URL: add the webhook url you configured.
5. Event Type: select the Event Type you'd like to trigger the sending of data. i.e. Forms
6. Conditions: further refine your criteria by selecting the conditions you'd like to trigger the sending of data. i.e. which forms should trigger the webhook, which lead statuses should trigger lead events.
7. Run some tests within SalesRabbit and ensure data starts being sent to your webhook.
8. Nice work! You've completed your webhook subscription, you should receive data whenever the selected event(s) and condition(s) are met.
Registering Webhooks Via the API
Additionally, webhooks can be created / managed via SalesRabbit's API. For more details, please reference SalesRabbit's developer docs:
https://developers.salesrabbit.com/docs/public-api/b3A6Mjc1MjExNDY-webhook-subscriptions
Event Types
Here's some details on the different event types:
Form: The form webhook endpoint triggers when a form is submitted inside of SalesRabbit. You can select the specific forms you'd like to be included in the "Conditions" step.
Lead Create: The lead creation endpoint triggers when a lead is created inside of SalesRabbit. You can select the specific Lead Statuses you'd like to be included in the "Conditions" step.
Lead Update: The lead update endpoint triggers when a lead is updated inside of SalesRabbit. You can select the specific Lead Statuses you'd like to be included in the "Conditions" step.
Lead Status Update: The lead status update endpoint triggers when a lead status is updated inside of SalesRabbit. You can select the specific Lead Statuses you'd like to be included in the "Conditions" step.
Lead Owner Modified: The lead owner update endpoint triggers when a lead owner is updated inside of SalesRabbit. You can select the specific Lead Statuses you'd like to be included in the "Conditions" step.
Lead Delete: The lead delete endpoint triggers when a lead is deleted SalesRabbit.
Sales Area Created: The sales area created endpoint triggers when a sales area is created.
Sales Area Updated: The sales area updated endpoint triggers when a sales area is updated.
Sales Area Deleted: The sales area deleted endpoint triggers when a sales area is deleted.
If you have any issues, please reach out to SalesRabbit Support.