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Incoming Webhooks

The incoming webhook integration allows you to push lead information and updates from your existing systems into ABC Salesbot.

Overview

Webhooks provide a powerful way to:

  • Automatically create and update leads
  • Trigger automations
  • Sync data from external systems
  • Integrate with custom applications

API Key and Authentication

Security Features

  • Secure API key required for all webhook requests
  • Bearer token authentication
  • Keys can be revealed/hidden for security
  • Regular key rotation recommended

Webhook Configuration

  • Custom endpoint URL for each account
  • JSON payload support
  • Detailed request logging
  • Comprehensive error handling

Automation Control

The automations field in webhook payloads supports three powerful modes for managing lead automations:

1. Subscribe Mode

Add leads to specific automations while keeping existing enrollments:

json
{
  "automations": {
    "subscribe": ["automation-name-first", "automation-name-second"],
    "unsubscribe": null,
    "replace": null
  }
}

2. Unsubscribe Mode

Remove leads from specific automations:

json
{
  "automations": {
    "subscribe": null,
    "unsubscribe": ["automation-to-remove"],
    "replace": null
  }
}

3. Replace Mode

Ensure leads are only enrolled in specified automations:

json
{
  "automations": {
    "subscribe": null,
    "unsubscribe": null,
    "replace": ["only-automation-to-keep"]
  }
}

Custom Fields Support

Available Field Types

  • Text Fields: For general information
  • Date Fields: For scheduling and tracking
  • Number Fields: For quantitative data

Field Features

  • Required field validation
  • Data type validation
  • Default values
  • Field dependencies

Example Payload with Custom Fields

json
{
  "name": "John Doe",
  "email": "john@example.com",
  "custom_fields": {
    "company_name": "Acme Corp",
    "contract_renewal_date": "2024-12-31",
    "employee_count": 500
  }
}

Best Practices

  1. Error Handling

    • Implement retry logic
    • Log failed requests
    • Monitor webhook health
  2. Security

    • Rotate API keys regularly
    • Use HTTPS endpoints
    • Validate payload data
  3. Performance

    • Keep payloads concise
    • Batch updates when possible
    • Monitor response times

Testing and Debugging

Test Environment

  • Use curl for basic testing
  • Implement webhook monitoring
  • Log all webhook activities

Common Issues

  • Authentication errors
  • Malformed payloads
  • Missing required fields
  • Rate limiting

Next Steps

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