How Can You Use Webhooks in Zoho CRM to Trigger External System Actions?

How Can You Use Webhooks in Zoho CRM to Trigger External System Actions?


Info

Webhooks in Zoho CRM let you push data or trigger processes in external applications (like ERP, websites, or custom apps) when an event happens inside the CRM.

  1. Create a Webhook:

    • Setup → Developer Space → Webhooks → Create Webhook.

  1. Define the Trigger:

    • Choose a module (e.g., Deals), select the event (e.g., on update), and set conditions.

  1. Specify Endpoint URL:

    • Enter the external server’s URL where data should be sent (POST or GET).

    • Include required parameters (e.g., Deal Name, ID, Amount).

  1. Use in Workflow Rules:

    • Attach the Webhook to a workflow to automate the call when conditions are met.

Why This Workflow Matters:
Webhooks enable real-time communication between Zoho CRM and other platforms, automating cross-system workflows and enhancing integration capabilities.