Sending Webhook To External System

3 min read

If you wish to integrate ChatMamba CRM into your system that is not available in the Integrations list, you can make use of the Custom Webhook integration.

Note

If you need more control over how the webhook is sent, head over to our developer portal.

Creating a Custom Webhook

  1. Go to ChatMamba CRM -> Select your CRM system -> Integrate -> Add Integration

  2. Click on Custom Custom Integration

  3. Click When a lead is updated and fulfill some conditions, send a webhook to an external system. Send Lead Updated Webhook

  4. Here, you can set condition for your leads that will trigger the webhooks. You can add more than one condition to get more precise webhook trigger. Some typical use cases are:

    • Unsubscribe a lead from a mailing list if it is a fake lead
    • Add a lead to Project A follow up mailing list if the lead is labelled Project A and Need Follow Up

  5. You can also name the webhook. We recommend giving short and concise name to prevent confusion when the number of custom webhook increases.

  6. Finally, you can paste the URL you wish to send the webhook to into the settings. You may obtain this URL from system. Webhook Setting

  7. After you have completed the settings, click Create.

Test the Custom Webhook

Important

Due to system limitation, you will need to remove all filters before sending test webhook.
Remove filter before testing

  1. After creating a custom webhook, you can send a test webhook to see if everything works as expected. You may also need to send a test webhook to your system to setup the integration based on the webhook data structure. Send Test Webhook
  2. To send a test webhook to your system, click on Send Test Webhook. Remember to remove all filters and Update the custom webhook before send a test webhook.
  3. Verify from your system that the webhook has been received.
  4. You may repeat sending the webhook until the integration work as you expected.
  5. Add the filters that you have removed earlier after finish testing.

Managing Custom Webhook

If you wish to temporarily stop sending webhook to your system, you may pause it in My Integrations. Toggle Custom Webhook

Best Practices

To prevent sending too many webhooks to your system and possibly increasing your server load or increase your server cost, follow our recommended best practices.

Use multiple specific webhooks instead of one general webooks

We recommend creating multiple webhooks and setting specific condition to each of them rather than setting one general custom webhook.

❌ Bad webhook example

Sending webhooks of various condition to one URL may increase the complexity on your system. Bad Webhook Example

✅ Good webhook example

Using different URL for each condition simplifies the logic in your system Good Webhook Example

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