Custom Webhooks

A webhook is a way to send information from SalesPartner to another system automatically.

Think of it like a notification that goes to a URL you choose. When something happens — like a new message or booked appointment — SalesPartner sends the details to your webhook.

Why use webhooks? - Connect any system — If it accepts HTTP requests, you can connect it - Build custom workflows — Trigger actions in your own software - Sync data instantly — Get real-time updates without polling - No coding in SalesPartner — Just give us a URL and pick your events

Webhooks are for technical users or developers who want to build custom integrations. If you just want Slack or Google Chat notifications, use those built-in integrations instead.

Webhooks make sense when you need:

Custom CRM updates Push lead data to your own CRM or database. Every new message, appointment, or status change syncs automatically.

Zapier/Make/n8n workflows Trigger multi-step workflows. "When a lead books an appointment, add them to my email list and notify my sales manager."

Custom dashboards Feed data to your internal reporting tools. Track lead activity in real time without exporting CSV files.

SMS/email through your own provider Receive events and handle follow-up through your existing systems.

Logging and analytics Send events to your data warehouse for analysis.

When NOT to use webhooks: - If you just want team notifications, use Slack or Google Chat - If you want project updates, use Monday.com - If you don't have a developer to set up the receiving end

You can choose which events trigger your webhook. Here's what's available:

Message Events: - Message received — A lead texts or emails you - Message sent — A message goes out (from you or SalesPartner) - Message scheduled — A message is queued to send later - Message failed — Delivery didn't work - Message cancelled — A scheduled message was stopped

Appointment Events: - Appointment scheduled — A meeting gets booked - Appointment rescheduled — The time changed - Appointment cancelled — Meeting was cancelled - Appointment reminder sent — The reminder went out

Contact Events: - Status changed — A lead's status updates (qualified, disqualified, etc.)

Pick only the events you care about. Fewer events = less noise.

Here's how to add a custom webhook:

1. Go to Settings → Integrations → Webhooks 2. Click Add Webhook 3. Fill in the details: - Name — Something you'll recognize (e.g., "CRM Sync") - URL — Where to send the data (your server endpoint) - Events — Which events should trigger this webhook 4. Optionally add: - Secret — A string for signature verification (recommended) - Custom headers — If your server needs authentication 5. Click Save 6. Click Test to verify it works

What your endpoint receives:

Each webhook sends a JSON payload with: - Event type (e.g., "message.received") - Timestamp - Contact details (name, phone, email) - Conversation link - User who triggered the event - Event-specific data (message content, appointment time, etc.)

The request includes a signature header if you set a secret. Use it to verify the request came from SalesPartner.

Always test before relying on a webhook.

Using the Test button: Click Test next to any webhook. SalesPartner sends a test payload with sample data. Check your endpoint received it.

What to look for: - Did your server respond with 200 OK? - Did the data arrive in the format you expected? - Is the signature verification working (if you set a secret)?

Debugging tips:

If the test fails: 1. Check your URL — Is it publicly accessible? Localhost won't work. 2. Check your server logs — What error did your endpoint return? 3. Verify HTTPS — We strongly recommend HTTPS for security. 4. Check firewall rules — Your server must accept incoming requests.

Using a testing service: Services like webhook.site or RequestBin let you create a temporary URL to see exactly what SalesPartner sends. Great for debugging.

Here's how other businesses use webhooks:

Sync to Google Sheets Use Zapier or Make to receive webhooks and add rows to a spreadsheet. Every new lead becomes a row with their details.

Trigger follow-up emails When an appointment is scheduled, send a confirmation email through your email provider.

Update a custom CRM Push contact status changes to your database. Keep your CRM in sync without manual updates.

Alert on-call staff When messages come in outside business hours, send a push notification to whoever's on call.

Create tasks in project tools When a lead reaches "Qualified" status, create a task in Asana, Trello, or your project management tool.

Log to analytics Send events to Mixpanel, Amplitude, or your data warehouse. Track conversion funnels and response times.

The possibilities are endless. If you can receive HTTP requests, you can build on top of SalesPartner.