How to subscribe for Webhooks in Kylas

How to subscribe for Webhooks in Kylas

A webhook in web development is a method of augmenting or altering the behavior of a web page or web application with custom callbacks. These callbacks may be maintained, modified, and managed by third-party users and developers who may not necessarily be affiliated with the originating website or application.

Prequisites

Permissions: Integration > Webhooks > Basic Access: Toggle on Create & Administrative Access: Read All, Update All and Delete All.
Product Plans: All
Activities to be Completed: None

Step by step process

1.) Navigate to CRM Settings>> Integration>>Webhook



2.) Select the option as webhooks under integration.


3.) Create new webhook by clicking the option as add new webhook.



4.) Click on add new webhook and enter the relevant details.



Authentication Types-
No authentication required- Username and password is not required in this case and custom parameters are required for this like name, id.
API Key- Unique application programming interface.
Bearer Token- Unique Authentications keys specific to the user
Basic Authentication- Username and password is required for basic authentication.

Webhook can be created on following entities- Lead, Contact, Deal, Company, Task, Quotation, Meeting, Call, user, account.
5.)  Following actions can be performed on following entities-
  1. Lead- Created, Updated, Deleted.
  2. Contact- Created, Updated, Deleted.
  3. Deal- Created, Updated, Deleted.
  4. Company- Created, Updated, Deleted.
  5. Task- Created, Updated, Deleted.
  6. Quotation- Created, Updated, Deleted.
  7. Meeting- Created, Updated, Deleted.
  8. Call- Created, Updated, Deleted.
  9. User- Created, Updated, Activated, Deactivated.
  10. Account-Updated

Status can be activate and inactivate.

6.) Click on save it once all the details are added.




    • Related Articles

    • How to integrate Kylas CRM with your Indiamart account to capture leads?

      This article covers the steps for integrating your Indiamart account with Kylas CRM to automatically fetch leads generated in Indiamart and store them in your Kylas CRM account. Prerequisites Permissions:  Any user with access to the Kylas account ...

    • How to use Tata tele bulk dialer from Kylas?

      This article covers the steps to take in order to connect Tata Tele smartflo dialer campaign. wih this feature user can add their Kylas leads and contacts as lead lists in Tata Tele and they can create dialer campaign from Kylas and can start the ...

    • How to send lead and contact details to Mailchimp from Kylas CRM?

      This article covers the steps to be followed and the pre-requisites to send lead and contact details to Mailchimp, using the webhooks feature available in Kylas. Prerequisites Permissions:  Any user with create permission on Workflow Module. Product ...

    • How to connect Exotel with Kylas CRM?

      This article will help you walkthrough with the steps on how to sync Exotel with Kylas CRM. Prerequisites Permissions - Any user with access to the Kylas account API key or having access to Kylas marketplace. (a) Contact - read, read all, create, ...

    • How to integrate My Operator with Kylas?

      This article covers the steps that need to be performed in order to integrate My Operator with Kylas CRM. Prerequisites Permissions:  Any user with access to the Kylas account API key Product Plans: Explore & Elevate Activities to be ...