Article Overview
SalesRabbit's subscription webhooks allow users to subscribe to events happening in your SalesRabbit account. Rather than making regular calls or polling the API for changes, users 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 an account owner/administrator, webhook management can be done right within the SalesRabbit Web App.
Note: if you are using a Marketplace integration, then users will see webhooks here for the registered integration. Please DO NOT delete these webhooks as this will break the integration and it will have to be set up again.
[Add a video tutorial here]
Part 1: Setup Instructions
Here are instructions on how to register a webhook and configure the events you'd like to receive data for.
-
Configure a webhook in an external system that can receive data that is sent to it via HTTP calls:
- From the SalesRabbit Web App, navigate to "Integrations" -> "Webhooks" -> click "New".
-
- Title: add a title to your webhook subscription.
- URL: add the webhook URL you configured.
- Event Type: select the Event Type you'd like to act as the trigger to send data (i.e. Forms). See Part 3 of this article for more information on available Event Types.
- Conditions: further refine your criteria by selecting the conditions you' dlike to trigger the sending of data (i.e. which forms should trigger the webhook, which lead statuses should trigger lead events...).
- Click "Save" to apply your changes.
-
- After saving your webhook, run some tests within SalesRabbit and ensure data starts being sent to your webhook.
- Nice work! You've completed your webhook subscription. You should receive data whenever the selected event(s) and condition(s) are met.
Part 2: Registering Webhooks Via the API
Additionally, webhooks can be created/managed via SalesRabbit's API. For more details please reference SalesRabbit's developer docs.
- View SalesRabbit's developer docs.
Part 3: Event Types
This part provides more details on the various event types available to choose from when setting up a webhook.
- 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 inside of 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.
Pro Tips
- If you are experiencing any issues, please reach out to SalesRabbit Support.