FluentCRM Webhooks: How to Connect and Integrate Easily

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Connecting FluentCRM to Webhooks
Setting Up Outgoing Webhooks

Connecting FluentCRM to Webhooks

FluentCRM is a powerful CRM plugin for WordPress that allows you to manage your customer relationships effectively. One of the key features of FluentCRM is its ability to integrate with webhooks, which enables you to connect FluentCRM with other applications and services seamlessly. In this article, we will guide you through the process of connecting FluentCRM to webhooks and show you how to set up both incoming and outgoing webhooks.

Step 1: Access FluentCRM Settings

The first step to connect FluentCRM to webhooks is to access the FluentCRM settings in your WordPress dashboard. To do this, log in to your WordPress admin area and navigate to the "FluentCRM" tab on the left sidebar.

Step 2: Select WebHook Settings

Once you are in the FluentCRM settings, click on the "WebHook Settings" option from the left sidebar. This will take you to the WebHook settings page where you can manage your webhooks.

Step 3: Create a Webhook

On the WebHook settings page, you will see a list of existing webhooks if you have already set up any. To create a new webhook, click on the "Create Webhook" button.

Step 4: Provide Required Details for the Incoming Webhook

When creating a new webhook, you need to provide some required details for the incoming webhook. These details include the webhook name, the lists you want to associate with the webhook, the tags you want to apply to the subscribers, and the subscription status you want to set for the subscribers.

Make sure to give your webhook a descriptive name so that you can easily identify it later. Select the lists that you want to associate with the webhook. This means that any new subscribers who come through the webhook will be added to these lists automatically.

Similarly, you can specify the tags that you want to apply to the subscribers. Tags are useful for categorizing your subscribers based on their interests or actions. Finally, you can set the subscription status for the subscribers. This can be "Subscribed", "Unsubscribed", or "Pending".

Step 5: Send a POST Request to the Generated URL

Once you have provided all the required details for the incoming webhook, FluentCRM will generate a unique URL for your webhook. To connect your application or service to FluentCRM, you need to send a POST request to this URL with the data you want to pass to FluentCRM.

The data can be sent in either key pair formdata or a JSON object, depending on your preference and the requirements of your application or service. Make sure to include all the necessary data that FluentCRM needs to process the webhook successfully.

Step 6: Specify Tags, Lists, and Status in the Webhook Source

In addition to the default values you provided for tags, lists, and status in the webhook settings, you can also specify these values in the webhook source itself. This allows you to override the default values and apply different tags, lists, or status to the subscribers coming through the webhook.

To specify these values in the webhook source, you need to include the "tags", "lists", and "status" parameters in your POST request. The values you provide for these parameters will be used instead of the default values set in the webhook settings.

Step 7: Example POST Request via Postman

If you are not familiar with sending POST requests or want to test your webhook integration, you can use a tool like Postman. Postman is a popular API development and testing tool that allows you to send HTTP requests and analyze the responses.

Here is an example of how you can send a POST request to your FluentCRM webhook URL using Postman:

Open Postman and create a new request.
Set the request method to "POST".
Enter your FluentCRM webhook URL in the request URL field.
Choose the request format (formdata or JSON) based on your requirements.
Include the necessary data in the request body.
Click the "Send" button to send the request.

Make sure to include all the required data and parameters in the request body to ensure that FluentCRM can process the webhook successfully.

Setting Up Outgoing Webhooks

In addition to receiving incoming webhooks, FluentCRM also allows you to set up outgoing webhooks. Outgoing webhooks are triggered as part of an automation funnel and can be used to send data from FluentCRM to other applications or services.

Step 1: Go to Automations

To set up an outgoing webhook, go to the "Automations" tab in your FluentCRM settings. This is where you can create and manage your automation funnels.

Step 2: Create or Open an Automation Funnel

If you already have an automation funnel set up, you can open it by clicking on its name. Otherwise, you can create a new automation funnel by clicking on the "Create Funnel" button.

Step 3: Click the Plus(+) Button to See Available Actions

Once you are inside the automation funnel, you will see a visual representation of the funnel with different steps. To add an outgoing webhook action, click on the plus(+) button at the bottom of the funnel.

Step 4: Select Outgoing Webhooks

From the available actions, select "Outgoing Webhooks". This will add an outgoing webhook action to your automation funnel.

Step 5: Choose the Data Send Method

When setting up an outgoing webhook, you need to choose the data send method. FluentCRM supports both GET and POST methods for sending data to the webhook URL.

Step 6: Provide the Webhook URL

Enter the URL of the webhook you want to send data to. Make sure to provide the correct URL to ensure that the data is sent to the intended destination.

Step 7: Select the Request Format

Choose the request format for sending data to the webhook. FluentCRM supports both JSON and form data formats.

Step 8: Choose the Data You Want to Send

FluentCRM allows you to choose the data you want to send to the webhook. You can either send the full subscriber data or select specific custom data fields to include in the webhook payload.

Step 9: Decide Whether to Include Request Header

You can choose whether to include the request header in the webhook payload. Including the request header can provide additional information about the request to the receiving application or service.

Step 10: Enable the Option to Send Webhook Data as Background Process

If you have a large number of subscribers or if sending the webhook data may take a significant amount of time, you can enable the option to send the webhook data as a background process. This allows FluentCRM to send the data asynchronously without affecting the performance of your WordPress site.

Step 11: Save Settings to Finalize the Setup

Once you have configured all the settings for the outgoing webhook, click on the "Save Settings" button to finalize the setup. FluentCRM will now send the specified data to the webhook URL whenever the automation funnel reaches the outgoing webhook action.

By following these steps, you can easily connect FluentCRM to webhooks and integrate it with other applications and services. Whether you need to receive incoming webhooks or send outgoing webhooks, FluentCRM provides a user-friendly interface and flexible options to meet your CRM integration needs.