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Using Webhooks with Dealfront

Learn how to use webhooks in Dealfront to send real-time company and contact data to other systems like your CRM. This guide covers setup, manual triggers, and automating data transfer from lists, helping you integrate and streamline your workflows.

Ruthie Keith avatar
Written by Ruthie Keith
Updated this week

⚠️ Important: This feature is part of a Beta program and is not automatically available to all users. To gain access to the Webhooks feature and begin testing, please contact the Dealfront Support team for activation.
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Webhooks are a simple way for Dealfront to send real-time data to other systems. Instead of exporting and importing files, a webhook sends information (e.g., a company or contact record) directly to a URL you provide.

You can think of webhooks as "push notifications for data."

What Can You Do with Webhooks?

Webhooks allow you to:

  • Integrate Dealfront with your CRM, marketing automation, or custom tools

  • Trigger workflows in external systems when something happens in Dealfront

  • Capture Dealfront data in your own applications

💡 Testing tip: Before connecting to your actual system, you can try out webhooks using a free service like webhook.site. It gives you a unique URL where you can inspect the data Dealfront sends.

Where You Can Use Webhooks in Dealfront

Webhooks can be triggered in different parts of the platform:

  1. Company profile – Send company details

    • From any company profile, you can send the company data to a configured webhook.

  2. Company profile – Send contacts

    • From the contacts tab in a company profile, you can select one or more contacts and send their details to a webhook. When multiple contacts have been selected, this will trigger the webhook multiple times, sending one contact with each invocation.

  3. Lists app – When a company is added to a list

    • Whenever you add a company to a list, Dealfront can automatically push that company’s details to your webhook.

  4. Lists app – When a contact is added to a list

    • Similarly, adding a contact to a list can trigger a webhook to send that contact’s details.

Important: The company profile is a central component across Dealfront. It's the same view you encounter whether you're working in the Lists app, Target, or Leadfeeder. This means webhook functionality in the company profile is consistently available, regardless of which part of Dealfront you're using.

Prerequisites

Before you can use webhooks, make sure:

  • You have the right permissions – Your user needs the permission to manage workflows in Settings > Users > Access > Platform

How to Set Up a Webhook

The lightning bolt icon (⚡) is where you trigger and configure webhooks.

Creating Your First Webhook

  1. In the Lists app, Target, or Leadfeeder, click on any company to open the company profile sidebar
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  2. Click "Send to webhook"
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  3. A dropdown menu opens – click "Create a new webhook"
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  4. The "Create webhook" dialog opens
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    In the "Create webhook" dialog:

    • Name: Enter a name for the webhook which will be used to display it in the user interface (e.g., "My CRM")

    • Webhook URL: Enter the URL of the webhook you created in your CRM, custom app, or integration platform

    • Public checkbox: Enable this to make the webhook available for all users of your account. If not checked, the webhook will be visible only to you
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  5. Click "Send" to save. Your webhook is now listed in the dropdown and ready to use!

Using Webhooks

Manually Send a Company to a Webhook

  1. Open a company profile

  2. Click the webhook icon (⚡)

  3. In the dropdown, click the previously configured webhook

This will send the data of the visible company to your webhook.

Manually Send Contacts to a Webhook

  1. Open a company profile

  2. Navigate to the Contacts tab

  3. Select the contacts you want to push

  4. Click the webhook icon (⚡)

  5. Click on the webhook name

This will send the selected contacts to your webhook.

Automatically Send Records from Lists

In the Lists app, you can enable a webhook that will automatically send all newly added companies or contacts.

To enable a webhook for a list:

  1. Open a List

  2. Click the lightning bolt (⚡) button

  3. Enable the toggle on the respective webhook

This will:

  • Initially send all records currently on the list to the webhook

  • Send newly added records in real-time as they're added to the list

Webhook Payload Format

Webhooks send a JSON object representing the company and/or contact. The exact format is documented in our API documentation as part of the "get company details" endpoint.

How to View the Data Structure

Test with webhook.site

  1. Navigate to https://webhook.site

  2. Copy the unique URL provided

  3. Enter this URL in Dealfront as described above and name the webhook "Debug"

  4. Trigger the webhook in Dealfront

  5. See the exact data that has been sent in the webhook.site app

Please note: webhook.site is not related to Dealfront in any way. There are other alternatives available.

⚠️ Important: This feature is part of a Beta program and is not automatically available to all users. To gain access to the Webhooks feature and begin testing, please contact the Dealfront Support team for activation.
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Still unsure how to move forward? Check our Academy Videos, contact us via support@dealfront.com or use the live chat. We're happy to guide you.

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