How to Set Up Webhooks
How to Set Up Webhooks
Section titled “How to Set Up Webhooks”Webhooks let HARi CRM send real-time notifications to external systems whenever something happens — a new lead is created, a deal changes stage, a task is completed. Instead of checking the CRM periodically, external tools receive updates the moment they happen.
What Is a Webhook?
Section titled “What Is a Webhook?”A webhook is a URL that HARi calls automatically when a specific event occurs. The external system listening at that URL receives the event data and can act on it — create a record, send a notification, update a spreadsheet, or anything else.
Think of it like a doorbell: instead of checking if someone is at the door every five minutes, the doorbell rings when someone arrives.
Creating a Webhook
Section titled “Creating a Webhook”- Go to Settings > Webhooks
- Click New Webhook
- Configure the webhook:
- Name — A descriptive label (e.g., “New leads to Slack”)
- URL — The endpoint that will receive the data (provided by the external system)
- Entity — Which record type to watch (e.g., Contacts, Opportunities, all)
- Events — Which actions to trigger on:
- Created — When a new record is added
- Updated — When a record is modified
- Deleted — When a record is removed
- Stage changed — When a deal moves to a new stage
- Click Save and Activate
Testing Your Webhook
Section titled “Testing Your Webhook”- After creating the webhook, click Send Test
- HARi sends a sample event to your URL
- Check the external system to confirm it received the data
- If it did not work, verify the URL is correct and the external system is ready to receive POST requests
What Gets Sent
Section titled “What Gets Sent”When a webhook fires, HARi sends a JSON payload containing:
- Event type — What happened (created, updated, deleted)
- Entity name — Which type of record
- Record data — The full record with all its fields
- Timestamp — When the event occurred
- User — Who performed the action
Common Webhook Destinations
Section titled “Common Webhook Destinations”- Zapier — Use Zapier’s webhook trigger for no-code automations (learn more)
- Slack — Post messages to a channel using Slack’s incoming webhooks
- Custom applications — Send data to your own backend systems
- Google Sheets — Use a Google Apps Script web app to receive data
Managing Webhooks
Section titled “Managing Webhooks”- Pause — Temporarily disable a webhook without deleting it
- View logs — Check the delivery history to see which events were sent and whether they succeeded
- Edit — Change the URL, events, or entity filter at any time
- Delete — Remove a webhook you no longer need
- Use HTTPS URLs — Always use secure endpoints to protect your data in transit
- Handle failures gracefully — HARi retries failed deliveries, but your endpoint should return a 200 status quickly
- Filter events — Only subscribe to the events you need to avoid unnecessary traffic