Use an Automated Program Webhook to Send Contacts to an External System

  • Updated

Automated Programs can use webhooks to send contacts to an external system. This is a great way to send new leads to your CRM when they become qualified.

If you are using one of Act-On's native CRM integrations, this is done via the Create in CRM step instead.

Contact webhooks are available for Act-On Contacts based Automated Programs only. 

Create a Segment to Identify the Contacts You Want to Send

First, identify which contacts you want to send to your external CRM.

  • If you wish to send contacts when they reach a qualifying lead score, you can use the outgoing webhook based on score threshold. However, if you want to limit contacts to a certain industry or market segment, or based on campaign score or other behaviors, using a program step is appropriate.
  • Create a segment to identify the contacts you want to send.   
  • If you wish to send all new contacts that are added to Act-On, create a segment to identify Act-On contacts that are not currently in your external system. Typically this is done using an external ID or other identifier that relates back to your CRM system.

Create Your Outgoing Webhook

See How To Set Up an Outgoing Webhook in Act-On.

  1. Go to Settings > Connectors > Outgoing Webhooks.
  2. When setting your webhook endpoint, enter the endpoint URL from your external application. Select the automated-program-step.executed" event:

  1. Save the webhook.

The Outgoing Webhook Step

  1. Create a new Automated Program. See Automated Journey Builder User Guide.
  2. In the Settings tab, select the segment you created above as your source.
  3. Add an Outgoing Webhooks step:

    • Don't see this step? Ensure your program source is selected & is a segment of Act-On Contacts
  1. Give your step a name, choose the endpoint you created earlier, and confirm which contact fields you want to send: 

  1. Save your step. 

Result

When the program executes, the contacts will be sent to the endpoint. In addition to the specified contact data, the following fields will be included:

  • "automatedProgramLink":string"https://example.actonsoftware.com/app/automation/programs/##-####/program-performance"
  • "contactReportLink":string"https://example.actonsoftware.com/acton/ng-ui/contact?recid=l-unified-contacts:2e"
  • "crmLink":string"https://example.actonsoftware.my.salesforce.com/003Dn000009Wa1xIAC"  (for native CRM integrations only)
  • "description":string"Program Description Example"
  • "externalId":string"00Q0a00000Y55IREAZ"
  • "name":string"Program Name Example"
  • "programId":string"tr-0001"
  • "recId":string"l-unified-contacts:2e"
  • "stepId":string"s1"
  • "stepName":string"Send webhook step"
  • "timestamp":int1689559644

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