SalesJim allows you to configure webhooks to automatically send data to other applications after a recording is processed. This enables seamless integration with:
- CRM systems
- Project management tools
- Custom applications
- Integration platforms like Zapier or Make
To configure webhooks:
In Zapier, inside an automation, create a new trigger and search for "Webhooks by Zapier".
After clicking on continue, you will be able to copy the webhook URL Zapier created for you.
Navigate to the SalesJim web, click on the settings icon and locate the Webhooks section
Add your webhook URL (copied from Zapier) where you want the data to be sent.
Save your configuration
Once configured, SalesJim will automatically POST recording data to your specified webhook URL after processing is complete. This allows you to:
- Automatically update CRM records
- Create tasks in project management tools
- Trigger custom workflows in your business applications
- Send data to integration platforms for further processing