Overview
This node acts as a trigger for CRM events by setting up and handling webhooks. It listens for specific CRM events such as lead actions being created, leads being created, updated, or deleted, and triggers workflows when these events occur. This is useful for automating processes based on CRM activity, such as updating records, sending notifications, or integrating with other systems.
Use Case Examples
- Trigger a workflow when a new lead is created to automatically send a welcome email.
- Start a process when a lead is updated to sync data with another database.
- React to lead deletion events to clean up related data in other systems.
Properties
| Name | Meaning |
|---|---|
| Events | Specifies which CRM events the webhook should listen for. Multiple events can be selected, such as lead action created, lead created, lead updated, and lead deleted. |
Output
JSON
body- The JSON payload received from the CRM webhook containing event data.
Dependencies
- Requires an API key credential for the CRM API to authenticate webhook management requests.
Troubleshooting
- Ensure the CRM API credentials are correctly configured and have the necessary permissions to create and manage webhooks.
- Verify that the webhook URL is accessible from the CRM system and not blocked by firewalls or network restrictions.
- If events are not triggering workflows, check that the correct events are selected in the node configuration and that the CRM system is sending webhook notifications properly.