Settings
Webhooks
Send selected CRM events to a configured external destination
Webhooks provides event selection, endpoint configuration, and delivery context for supported CRM notifications
What this workspace includes
- Endpoint URL
- Event selection
- Status and delivery context
- Configuration scope
Complete workflow
- 1
Define the receiver
Prepare the external destination
- 2
Create the webhook
Enter the endpoint and choose events
- 3
Save and enable
Review the configuration
- 4
Verify delivery
Inspect visible status with a qualifying event
How records and settings behave
- Only selected events are sent
- Delivery targets the configured endpoint
- Status provides operational context
Working effectively
- Use a secure HTTPS endpoint
- Choose only needed events
- Monitor delivery after receiver changes
Keep the correct context
Confirm the active organization, agency, client, site, or record before making a change. The name shown in the workspace identifies where the result will be saved.
Frequently asked questions
Where should I start with Webhooks?
Prepare the external destination
When is my work saved?
Only selected events are sent
How do I confirm the result?
Return to the related list or detail view and review its current status. Status provides operational context