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Webhooks: what you can achieve and how to get started
Webhooks: what you can achieve and how to get started
Updated over a week ago

In this article, we'll delve into various use cases that demonstrate how webhooks can enhance functionality and connect it with other tools. Whether you want to automate data transfers, trigger actions based on specific events, or streamline workflows, we've got you covered. Let's dive in and unlock the potential of webhooks together.

Before we start...

Go through Webhooks (an introduction) for a more introductory explanation.

You can use either or to build such flows. Or any flow builder really. This article uses both at different places.

Update CRM based on Factors events

By connecting Factors' events with CRM objects, you can ensure that your customer data remains up-to-date and accurate. Whether it's updating contact information, tracking customer interactions, or managing lead statuses, this flow streamlines your CRM processes. With simple setup steps, you'll be able to automate data synchronization and save valuable time and effort.

The Steps

This flow will comprise of 3 elements inside a Zapier workflow as follows:

For this example, we will be using Hubspot as your CRM. But the principles will apply to any CRM you use!

Setting the trigger with Zapier

If you prefer text based help, follow this article to set up the webhook trigger with Zapier (we have a separate article on this because most flows you build will start with this Webhook trigger — its a consistent experience). This will help Factors data be available inside Zapier, which will be used in the next step...

Action: Find Company in Hubspot

This item will do two things together — Search for the company you want to update, and create the company if it doesn't exist yet

First, search for Hubspot and select it

Then, choose "Find Company" as the Event and hit "Continue"

Next, authenticate your CRM instance (Hubspot in this case) and hit "Continue"

Next up, is the "Action" section. Here is how we communicate to Hubspot to search for a company with the property (labeled as "First search property name") with the value that comes from Factors (the domain of the new company you are trying to map)

So in the first box, search for "company domain name" (or whatever the property that hosts the domain name inside your CRM is). And in the resulting "First search property value" box, you want to feed in the domain name that is sent here via Factors.

Now scroll down, and check the box that says "Create Hubspot Company if it doesn't exist yet". This does exactly what it says. Once you check this box, you have the opportunity to define one of many fields for this new company you will create. The most important property to feed in here is Company Domain. Everything other than that is your choice.

Once done, you should be good to hit "Continue" to move to the next and final part of this flow

Action: Update Company in Hubspot

This final component helps you actually perform the update action.

In the Action section, you want to input the "Object ID" that is received from the previous section 'Find Company'. Knowing this ID is how the update function is possible. So open the dropdown, search for the output from the previous section, and input the Object ID

After this, you can scroll through the page to find the properties you want to update. Hit CMD + F to get to something faster. Its your choice here — you can fill in anything you want.

And you should be good to go!

Zapier gives you the chance to test the flow a couple times before you take it live. This is recommended

Add new companies from Factors to Linkedin Audiences

Effortlessly expand your LinkedIn Audiences by adding new companies identified through Factors. With this integration, you can automatically enroll multiple individuals from these companies into targeted campaigns.

This powerful capability allows you to reach the right audience on LinkedIn, ensuring your marketing efforts are highly relevant and effective. Compared to doing this with the linkedin pixel, this is better because you can reach multiple people within the company, instead of just one person captured with the pixel. This is at the core of ABM. And it's so easy...

Setting up this integration is quick and straightforward, enabling you to streamline your lead generation and maximize campaign performance.

The Steps

We will be using to build this flow. It consists of 2 components; it is straightforward.

Add the Webhooks component in

First, add the "Webhooks" component. Hit "Add", which will generate a new URL

Once done, it gives you a link right below. This is your Webhook URL. Take this into Factors, and add it to the webhooks section. Then finally, hit "Test this with a sample payload" in order to tell about the data structure, and at this point, this component's setup is complete.

Add the Linkedin Matched Audiences component in

Next, search for and select "Linkedin Matched Audiences" as the next component

Note: You need to have already created an audience — we won't be creating an audience here, just pushing into an audience that already exists.

Once you've finished authenticating your connection into your Linkedin account, it's time to select your Audience ID. Simply hit "Search", choose the account you want, and hit "No" next to the option "Is from Make", and will list out all your audiences. Select the audience name that you want to push into.

Finally, we will map the information from Factors into the format that linkedin audience will support

Hit Add Item inside the Companies section

In the expanded section, click on each of the fields that you want to map. When you click on it, a modal will appear that shows you the information sent from Factors. Select the 'PropValue' field that corresponds to the variable name that you want to map

Repeat this for each of the fields that you want to map, as you push this information into Linkedin Audiences.

And there you have it!

For issues faced on the or interface, you are best placed to search for help articles from the respective platforms. If you need our help, you can always reach out to us too.

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