Webhooks (sending and receiving real-time data)
Webhooks are how Intellivizz CRM sends data to external systems (or receives data from them) in real time, without polling. They're the building block for most custom integrations.
Outbound webhooks (CRM → your system)
Use these inside a workflow to push data to your own server, a CRM you also use, a custom dashboard, or any HTTP endpoint.
Build (or open) a workflow
Add a Webhook action step
Set the URL of your endpoint
Choose method (usually POST)
Configure the payload — you can include any contact field, custom field, opportunity, appointment, etc., as JSON
Add custom headers if your endpoint requires authentication (Bearer token, API key, etc.)
Save and test
Inbound webhooks (your system → CRM)
Trigger workflows from external events. Common pattern: a third-party form, a billing event, an inventory update.
Go to Automation → Workflows → "+ New Workflow"
Choose trigger: "Inbound Webhook"
Intellivizz CRM generates a unique URL for this workflow
Copy the URL
In your external system, configure it to POST data to that URL when the event happens
Send a test payload — you'll see it in the workflow's history
Map incoming fields (e.g., email, first_name, custom_field_x) to CRM contact fields
Add downstream actions (create contact, add tag, send SMS, etc.)
TIP — Use webhook.site for testing
When you're building a webhook integration, use a free tool like webhook.site to inspect the exact payload Intellivizz CRM is sending. You'll see headers, body, timing — saves hours of guesswork.
Webhook security
Always use HTTPS endpoints — never plain HTTP
Use a shared-secret header (X-Webhook-Secret) and verify it in your receiver
Whitelist Intellivizz CRM's outbound IP addresses in your firewall (request the current list from support)
Log every received payload for at least 30 days for debugging and audit
Make your receiver idempotent — the same webhook may fire twice in rare retry scenarios
