Introduction
The new webhooks feature in our app is a powerful tool that allows you to take event-level data from within Factors and push it to any other app in the world. This feature empowers you to take more actions with important data, activate new leads, and get smart with your acquisition strategy.
For example, when new accounts visit your page, you can directly trigger new marketing automation to them. Or, when prospects visit your pricing stage, you can send them ideal marketing collateral at the right time. Additionally, you can track new web visits from closed lost deals and re-ignite the deals, or push certain types of events into a new spreadsheet to monitor.
Think of it like this. The "trigger" is the Alert inside Factors, and when the event fires, you can send this information to other destinations. You can achieve seamless integration between your apps and leverage your data to drive better business outcomes.
Getting Started
To get started with the Webhook feature, you first need to create an alert. This is a way of taking action based on specific events that you define. When the alert fires, the webhook will be triggered
To create an alert, select the target event and add filters to define when the alert should be triggered. For example, you might set up an alert to trigger when a paid search user visits the pricing page
Adding a Payload
Next, you need to add a payload. This is a set of properties and information that you want to use in other apps. For instance, if you want to send an email to another app, you would need to include the recipient's email address and other relevant context. You can add the necessary variables and properties as a payload within the alert.
Adding a Webhook URL
After setting up the alert and payload, you need to enable the toggle for 'Webhooks'. Now, you can paste the webhook URL from your destination app into Factors. This tells Factors where to send the data when the alert is triggered.
Testing and Confirmation
To test the webhook, you can use the 'Test with a sample payload' button. This sends a test payload to your destination app, allowing you to confirm that everything is working correctly.
Note: if you edit this alert or its payload in the future, you must reconfigure all downstream flows to support these changes
Once you've confirmed that the webhook is set up correctly, you can hit 'Confirm' and save the alert. From this point on, your destination app will receive the specified information each time the alert within Factors is triggered. This enables you to take more informed actions based on the data and drive business success.
To look at examples of what flows you can achieve with webhooks, check this out.