A webhook allows one system to send data to another system. This can be particularly useful for sending form data to a CRM, for example. If you are using Voyado, please refer to the documentation on Integrating with Voyado.
To set up a webhook, follow these steps:
1. Create Your Project:
- Start by creating your Popup/Survey project.
- Add the necessary input fields. Ensure that the names of the input fields match the corresponding report columns in your system.
- Verify that the project is fully prepared before proceeding.
2. Configure the Form Widget:
-
Click on the three dots on the Form widget and select Edit.
-
Go to the Action tab, click the dots on the default action, and select Edit.
- If there is no default action, click Add action.
3. Add a Response:
-
Click Add response and choose Send to webhook from the dropdown menu.
4. Define the Webhook:
- Specify the URL (endpoint) where the information should be sent.
-
Choose the request type:
- Send as post object: This sends a JSON object.
-
Send as query string object: This sends the information through URL parameters.
Example
In the following example, we have created a popup where we ask for the user's name, email, and preferred free gift. The webhook request is configured to send as a post object.
The data sent will look like this:
{
"Name": "Test",
"Email": "test@symplify.com",
"Confirm Privacy Policy": "confirm",
"Free gift": "Macbook"
}Ensure all steps are followed correctly to successfully set up your webhook.