Webhooks have now been added to BuddyCRM. These powerful tools allow you to trigger events in third-party software based on actions in BuddyCRM.
What is a Webhook?
A webhook is a technical process of transferring data between systems. At its most basic level, it can be defined as a type of API that sends machine (computer) readable data format from one application to another. These are usually web-based applications. Where a webhook is different to the more traditional APIs is that they are event-triggered. An easier way to think of this is as a computer version of a voicemail. An action is taken on ‘System A’ that triggers a set of pre-defined data to be left at a set URL. ‘System B’ then collects that data immediately and can perform whatever action has been pre-programmed into ‘System B’.
How Can I use them?
There really is no limit to how you can integrate different systems in your business with webhooks. Here are a few examples:
- Upon an opportunity being won in BuddyCRM, automatically create an invoice in your accounts package (such as Xero, Quickbooks, etc)
- Upon an opportunity reaching a certain % progress, send it to a technical quoting tool
- Upon marking a quotation as active, send it to your ERP (such as SAP or Sage)
- Upon a new lead being created, send it to your email drip marketing campaign
Plus, many more. Your BuddyCRM Account and Customer Success Managers will be able to help you analyse your existing business processes and identify areas that webhooks can help streamline and automate.
Find out more about setting up Webhooks in our support article.