Using the app in a program or campaign

The Webhook app lets you update or create contact or CDO records within a program or campaign.

Example: A listener step could be configured to listen for contacts who complete a form. Once a contact is added to the Program Canvas, you can configure the app to sync the Contact data to a 3rd party system to create a lead.

To use the Webhook app in a campaign or program:

  1. Open an existing campaign or program or create a new one.
  2. Click on the Actions section to expand and view all available action elements, including installed apps.
  3. Drag the Webhook app element onto the canvas, then double-click it to open the configure screen.
    • Change the name of the step to something more meaningful
    • Configure the element
    • Choose to route contacts that resulted in an error to another step (see configuring campaign elements for more information).
  4. Click the Edit icon to configure the action.
    • Click the Actions list to select an existing action. If you do not see any current actions, please navigate to the app and enable at least one of the webhook configurations.
    • (Optional) Click Status to see the Status of contact processing. The number of contacts successfully processed or processed with warnings or errors will be displayed.

Next steps

Getting started with the app

Installing the Webhook app

Configuring webhook connections

Testing webhook connections

Viewing report data

Learn more

Webhook app

Webhook app FAQ