Webhooks allow you to send real-time call data from Salesfinity to external platforms like Zapier, Clay, Make.com, or your data warehouse (like Snowflake).
Any time a call is logged with a specific disposition, Salesfinity can automatically push that data to the system of your choice—no manual syncing needed.
📍 Where to Find Webhooks
To access the Webhook settings:
Go to your Settings
Click on the Connections tab
Scroll to the bottom until you see the Webhooks section
Click “Create Webhook” to start configuring
🛠️ How to Set Up a Webhook
You'll see a screen like this:
Configure the conditions:
Name – Give your webhook a name (e.g., “Meeting Set Webhook”)
Event Type / Trigger Event – Select the event type (e.g., “Call Logged”)
Call Dispositions – Choose which outcomes should trigger the webhook.
Example: Only trigger when the disposition is "Answered – Meeting Set" or "Answered – Referral"
Post URL – Enter the destination webhook URL (e.g., your Zapier or Make.com endpoint)
Once you're done, click “Create Webhook”.
💡 Example Use Cases
🔁 Send “Meeting Set” calls to Zapier to automatically update your CRM
💬 Trigger a Slack notification when a rep sets a meeting
🧠 Send “Do Not Call Again” calls to Clay to update the contact status
📊 Stream all call data into Snowflake for analysis
✉️ Trigger a follow-up email flow in Make.com or HubSpot
🧠 Best Practices
Use specific dispositions (e.g., "Meeting Set", "Referral") to avoid unnecessary triggers
Don’t overload one endpoint—create multiple webhooks for different workflows
Use tools like RequestBin to test and debug payloads before going live
🔒 Security & Payload Format
Salesfinity sends JSON payloads securely via HTTPS POST requests. Payloads typically include:
Contact info (name, number, email)
Call outcome / disposition
Timestamp
Rep who made the call
Custom fields if available
For full schema details, contact [email protected]