How Do I Use A Webhook To Send User Data Out?

A webhook is a way for different applications to talk to each other or send data from one application to another in real-time, meaning you can send and receive data immediately.

In the case of Referral Factory, you can create an outbound webhook that will allow you to send the data from your referred leads to any endpoint – this could be an endpoint you create on your side or one you create in Zapier,  Airtable, or Tray.io.

Once you have created your endpoint, head to your campaigns tab in your dashboard. Click on the Actions dropdown and choose webhooks.

Click on the ‘Create Webhook’ button.

Follow the step-by-step prompts – start by entering the endpoint that you created earlier.

In the next step, you can enter an access key if you need it.

You will then choose the request type – make sure you chose “Send me POST Request”.

Next, you need to customize the request fields and choose what information you want to send through. Toggle on which request fields you would like to pass on. Remember you need to use the same naming convention as your endpoint in order to catch the data correctly. For example – if you have named the field email address in Airtable, you need to make sure you name it the same in your Webhook setup on Referral Factory.

Once you’ve completed the above steps, make sure you give your Webhook a name that you can easily identify and click ‘Save’.