Prerequisites
You must configure a webhook endpoint in Conversion before using the node in a workflow.1
Create a webhook endpoint
Navigate to Settings > Integrations. Under the Webhooks section, click Add webhook and provide:
Click Continue, then Save. The webhook appears in your integrations list and can be edited at any time to update the URL, token, or request body.
2
Test the webhook
Use the Test webhook button to send a sample payload to your endpoint. Verify that your receiving service processes the request correctly before using the webhook in a live workflow.
Using webhooks in workflows
Once a webhook is saved, drag the Webhook action node into your workflow and select the webhook you configured. Whenever a contact reaches that step, Conversion sends the event payload to your configured URL, including any variables you have mapped in the workflow.Configuration
Behavior
- The node fires one HTTP request per contact that passes through it.
- The request is sent immediately when the contact reaches the node.
- The payload includes all mapped variables that have values on the contact record.
- If the webhook endpoint returns an error, the contact still advances to the next node in the workflow.
Best practices
- Use bearer tokens. Always configure a bearer token when your endpoint supports authentication. This prevents unauthorized requests from reaching your systems.
- Test before activating. Send test payloads to your endpoint using the Test webhook button in Settings before activating the workflow.
- Combine with enrichment. Place Magic Enrichment or Apollo Enrichment nodes upstream of the webhook to ensure you are sending the richest possible data to your external systems.
- Monitor your endpoint. Conversion sends data in real time — ensure your receiving service can handle the expected volume and has appropriate error handling in place.