Setting Up Outbound Webhooks

What this does

Outbound webhooks send a JSON payload to an external URL whenever a CRM event occurs. This lets you connect Relentify to thousands of other tools.

When to use it

Use webhooks to integrate with tools that aren't natively supported — push data to Zapier, Make, n8n, or your own backend.

Step by step

1. Go to Settings > Automation
2. Create or edit a workflow rule
3. Add a Send Webhook action
4. Enter the Webhook URL — the endpoint that will receive the data
5. Choose which data to include in the payload:
   • Contact details
   • Deal details
   • Activity details
6. Optionally add custom headers (e.g. for authentication)
7. Click Save

Payload format

{
  "event": "deal.won",
  "timestamp": "2026-04-07T10:30:00Z",
  "data": {
    "deal": { "id": "...", "name": "...", "value": 5000 },
    "contact": { "id": "...", "name": "...", "email": "..." }
  }
}

Tips

• Test your webhook URL with a tool like webhook.site before going live
• Failed webhooks are retried up to 3 times
• Check the automation log to debug webhook delivery issues