Skip to main content

How to Use Webhooks in Salesfinity

Webhooks complete guide.

Mav avatar
Written by Mav
Updated today

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:

  1. Go to your Settings

  2. Click on the Connections tab

  3. Scroll to the bottom until you see the Webhooks section

  4. Click “Create Webhook” to start configuring


🛠️ How to Set Up a Webhook

You'll see a screen like this:

Configure the conditions:

  1. Name – Give your webhook a name (e.g., “Meeting Set Webhook”)

  2. Event Type / Trigger Event – Select the event type (e.g., “Call Logged”)

  3. Call Dispositions – Choose which outcomes should trigger the webhook.

    • Example: Only trigger when the disposition is "Answered – Meeting Set" or "Answered – Referral"

  4. 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]

Did this answer your question?