Using Webhooks to Connect Revscale CRM with Other Systems

This guide explains what webhooks are and how you can use them within Revscale CRM to send your lead data to external systems, such as your own or your client's CRM, in real-time.

What is a Webhook?

Think of a webhook as an automated notification system for web applications. When a specific event happens in one application (like a new lead being added in Revscale CRM), that application automatically sends a message, or "payload," containing data about that event to a unique URL you provide. This unique URL belongs to the receiving application.

Key points about webhooks:

• Real-Time: They operate on a "push" model, meaning data is sent immediately when an event occurs, unlike traditional methods where the receiving system might have to constantly ask ("poll") if there's new data.
• Event-Driven: They are triggered by specific actions you define.
• Automated: They enable applications to "talk" to each other and share information without manual intervention.
• Simple Integration: They use standard web technology (HTTP) to send data, often formatted as JSON, making it a common way to connect different systems.

How Can Webhooks Be Used with Revscale CRM?

The primary use case for webhooks in Revscale CRM is to export lead data automatically. When a new lead appears or is updated in your Revscale CRM, you can set up a webhook to instantly send that lead's information to another platform.

This enables you to:

• Sync with External CRMs: Automatically add or update leads in your primary or your client's CRM.
• Automate Marketing: Add new leads directly to email marketing lists or marketing automation platforms.
• Notify Sales Teams: Send real-time alerts to a sales channel (like Slack) when a high-value lead comes in.
• Streamline Workflows: Eliminate manual data entry, saving time and reducing the risk of errors.
• Improve Efficiency: Ensure that your various systems always have the most up-to-date lead information.

How to Configure Webhooks in Revscale CRM

Setting up a webhook in Revscale is a straightforward process. You will first need the Webhook URL from the system where you want to send the data. This URL acts as the destination address for your lead information.

Follow these steps:

1. Navigate to CRM: From your Revscale dashboard, click on the CRM option in the left-hand menu.
2. Click Configure: On the CRM page, look towards the top-right corner and click the </> Configure button.
3. Insert Webhook URL: You will see a field labeled "Webhook". Paste the unique Webhook URL (provided by your external system) into this field.
4. Click Save: Once you have entered the URL, click the Save button.

Once saved, Revscale CRM will begin sending real-time HTTPS POST requests (containing lead data) to your specified webhook URL whenever relevant events occur.

Updated on: 07/10/2025