Simply CRM Outgoing Webhooks
Outgoing webhooks in Simply CRM allow you to send information to external systems or applications automatically, whenever a specific event occurs inside your CRM. This is done as part of workflow actions, which means the webhook is triggered whenever the conditions you define in the workflow are met.
If you’re new to webhooks or haven’t yet set up your workflow system, be sure to check out our general introduction to webhooks and guide to setting up workflows in Simply CRM.
How to Set Up Outgoing Webhooks in Workflows
Here’s how you can create an outgoing webhook within your workflow:
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Go to Settings: Navigate to
Settings > Automation > Workflows. -
Create a Workflow: Set up your workflow just like you normally would. Define the conditions under which the workflow should trigger (for example, when a deal is updated or when a contact is created).
You can learn more about setting up workflows in our workflows guide.
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Add Webhook Action: In the Actions section of your workflow, choose "Add Webhook" as an action.
The webhook settings page will look like the screenshot below, where you’ll need to configure the following:
Configuring the Outgoing Webhook (Explained from the Screenshot)
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URL to Notify: Enter the URL of the external service that should receive the data when the webhook is triggered. This is the endpoint to which Simply CRM will send the data.
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Authorization Type: Choose the appropriate authentication method:
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Basic Authentication: If the external service requires a username and password, fill in those details here.
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No Authentication: Select this if the external service does not require any authentication.
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Token: If the service requires an API token, you can choose this option and add the token in the required field.
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Request Type: Define the type of request you want to send. In most cases, this will be POST, which sends data to the external service. You can also select query, which sends data as query parameters in the URL.
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Key-Value Pairs: You can add custom parameters to send to the external service. This allows you to define specific fields from Simply CRM and map them to the data structure expected by the receiving system.
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Key: This represents the name of the parameter.
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Value: This is the value Simply CRM will send. You can either set a fixed value or pull dynamic data from your CRM (e.g., a deal name, contact email).
Additional fields can be added by clicking the + Add button, and you can continue specifying more key-value pairs based on the data you need to send.
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Handle Response: This section allows you to manage how Simply CRM handles the response from the external system. You can specify what to do with the response data, such as using it to update a specific field in Simply CRM (e.g., saving the response to a custom field).
Testing Your Outgoing Webhooks
Just like with incoming webhooks, you’ll want to test your outgoing webhooks to make sure everything is working properly. You can use tools like Postman to simulate receiving the webhook data, or webhook.site to inspect what data Simply CRM is sending to the external service.
JSON Format for Outgoing Webhooks
The data Simply CRM sends in an outgoing webhook is formatted in JSON. Use webhook.site if you need to see how the contents look.
You can map fields from Simply CRM to match the structure expected by the external service using the key-value pairs in the webhook configuration.
Handling arrays and sub values
If the result you are expecting back is a JSON array, you can also handle this. Lets assume the below is the response from your webhook and you want to retrieve the number of opened records (426), then you would access this using dots "." between each value, as statistics.counts.opened in the Handle Response source field.
{
"statistics": {
"counts": {
"all": 7380,
"closed": 6954,
"opened": 426
}
}
}
Conclusion
Outgoing webhooks are a great way to automatically send important data from Simply CRM to external systems, like your accounting software or a third-party tool. By integrating webhooks into your workflows, you can automate these processes and ensure that your data is always up-to-date across platforms.
Don’t forget to check out our guides on incoming webhooks and the introduction to webhooks to see how Simply CRM can automate your business workflows even further.