What are webhooks?
Webhooks are a way for different online services or applications to talk to each other in real-time. They work like event-driven notifications, allowing one system to automatically send information to another system when a specific event occurs, making it easier to keep things updated and coordinated across various platforms.
Benefits
Easily integrate with other systems
Trigger a flow at any time
Connect external systems and trigger a flow at anytime
Share and enrich your CRM with charles data
Personalise your WhatsApp marketing with dynamic data
Webhooks đ¤ charles
You can easily use webhooks with Journeys to trigger flows, import dynamic data and send data to external systems.
The beauty of webhooks is that theyâre pretty straightforward and can enhance our platform without requiring much technical expertise. Letâs take a look at different ways you can use webhooks with charles.
Donât forget these are just ideas to get you started. Your success team are happy to workshop even more with you đ
Connect to other flow builders
Trigger a flow from other flow builders (like the ones from Klaviyo, Emarsys and Salesforce) to add a WhatsApp touchpoint to your customer journeys by using the Incoming webhook trigger.
Simply use the corresponding webhook action or node to start the charlesâ flow like here Connect Klaviyo Flows & Journeys.
We use a Webhook action to trigger a flow from Klaviyo Flows.
Make sure you stay GDPR compliant with an opt-in status check using Condition node - Opt-in status . If already opted in, funnel the customer to start the flow. If not, get them to opt-in first.
Use dynamic data for conditional rules
Fetch information from external systems like order data, marketing interactions or service requests and use them to create dynamic conditional rules.
For example, use the Incoming webhook trigger to import previous order data to calculate a customerâs lifetime value (CLV) within the Condition node to send high CLV subscribers a bigger discount code.
Personalize the flow
The same information you fetch for conditional rules can also be used to personalize your messages to improve the subscriberâs experience:
Connect to Zapier
Zapier is a popular way to automate tasks through customized workflows. Use webhooks to connect to Zapier to open up workflows with 6,000+ apps.
See Using webhooks with Zapier for more information.
Collect preferences with flows and enrich your CRM data
With Journeys you can collect valuable customer preferences (especially when opting in) by asking questions and storing the answers as tags or custom properties.
Then, use the Outgoing webhook node to share it with your external systems, like a CRM or data warehouse, to enrich your customer data for further personalization.
For example, here a pet food company asks their new subscribers what their favourite pet is:
Helpful links
Common terms
Payload | This is the message or info that's being sent. |
Request | It's like asking, "Hey, you got something new for me?" or "Hey, I've got some news for you." |
GET (type of request) | This request says, "Please show me this info." |
POST (type of request) | This one goes, "Here's some info for you!" |
Response | It's the answer, "Yep, here's what's new!" |