CRM with webhooks
Twelve events fire to your endpoint, each delivery signed with HMAC SHA-256 and retried with backoff if it fails. Inbound, one POST with your API key turns any form you already use into a lead on the client record.
A short tour of the screens this page describes. It is filmed with our demo pest control company, and every trade runs on the same screens.
- Live in 5 minutes
- No setup fee
- No long-term contract
“We run every customer conversation through Smarfle. Texts, emails and reminders are in one place, our customers love paying with Apple Pay, and when we are busy or closed the text bot answers new leads for us.”
When inbound leads don't reach the CRM
Isolated CRM systems force manual data entry and block the automations that modern businesses depend on.
Manual Lead Entry from Web Forms
Leads come in through your website contact form, landing pages, and third-party directories. Someone on your team copies each one into the CRM by hand, introducing delays and data entry errors.
No Way to Trigger External Actions
When a work order completes or an invoice gets paid, you want to notify other systems like accounting software, project management tools, or marketing platforms. Without webhooks, these remain disconnected silos.
Insecure or Missing Integration Options
Sharing login credentials or database access to enable integrations creates security risks. You need a controlled, auditable way to let external systems interact with your CRM data.
From third-party event to client record
- 1
Generate an API Key
In organization settings, generate a unique API key for your business. The key is displayed once for copying and stored securely. Each organization can manage its own keys independently.
- 2
Configure Your External Source
Point your website form, landing page, or third-party tool to the webhook endpoint. Include your API key in the request header for authentication. A cURL example is provided for quick testing.
- 3
Receive and Process Events
Incoming webhook requests are validated, rate-limited, and processed. Lead capture webhooks automatically create new client records with lead status in your CRM, ready for follow-up.
- 4
Monitor and Manage
Track webhook activity through the API key management interface. Regenerate keys if compromised, and monitor rate limit usage to ensure integrations are running within allowed thresholds.
The twelve events you can subscribe to
API Key Management
Generate, view, and regenerate API keys from organization settings. Each key is scoped to your organization and authenticates all webhook requests. Keys can be rotated without downtime.
Lead Capture Endpoint
The POST /api/webhook/leads endpoint accepts lead data from any external source. Validated submissions create client records with lead status, complete with name, email, phone, and custom fields.
Rate Limiting
Webhook endpoints are rate-limited to prevent abuse and ensure fair usage. Limits are generous enough for normal business operations while protecting against accidental loops or malicious traffic.
Event-Based Triggers
Configure outbound webhooks that fire when specific events occur in your CRM. Work order completions, invoice payments, and new client registrations can trigger notifications to external systems.
Secure Authentication
Every webhook request requires a valid API key in the authorization header. Requests without valid keys are rejected immediately. All API activity is logged for security auditing.
Integration-Ready Payloads
Webhook payloads use standard JSON format with consistent field naming. Documentation includes example payloads and cURL commands so developers can integrate quickly without guesswork.
What each trade wires up first
The service businesses that get the most out of this feature, and the specific way each one uses it.
A real lead-capture webhook
See how webhooks and API access enable seamless integrations with your existing tools and workflows.
127/mo
Leads Captured
843/mo
Webhook Calls
99.2%
Success Rate
- Active
Website Contact Form
67 leads this month
- Active
Google Ads Landing Page
38 leads this month
- Active
Partner Referral Form
22 leads this month
- Active
Zapier Automation
716 events processed
Webhook questions
What data can I send through the lead capture webhook?
What are the rate limits for webhook endpoints?
Can I use webhooks on the Starter plan?
How do I test my webhook integration before going live?
What webhooks and API calls cost
All plans
Every plan, then a third of a cent a call
Webhooks and API keys are on every plan, Solo included. Calls are billed at $0.003 each from the prepaid wallet, and the feature itself costs nothing on top of your plan.
$0.003/API call
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