How to Set Up Webhooks

Connect Teamfluence to Your Sales Processes

Description

Webhooks allow you to automate workflows by notifying Teamfluence whenever changes occur. You can use preconfigured webhooks to update your system or trigger actions when events happen, such as a connection request status change or a newly clipped LinkedIn post.

Webhooks support any external URLs that accept POST data via HTTP requests. You can integrate them with automation tools like Make.com, Zapier, or n8n, or configure your own server for direct handling.

Note: Webhooks are available to all paid plan subscribers.

Available Events for Webhooks execution

A New Lead Was Created – A new lead has been created.
A New Account-Based Lead Was Created – A new lead has been created based on your ABM target list.
Lead Status Changed to Active – The lead’s status changed to active by the user or AI agent (if configured for automatic qualification).
Lead was enriched with an email/phone number
New engagement from existing lead.
New Tag Added to Lead – A tag was added to a lead.
Connection Request Sent – A connection request was sent.
Connection Request Accepted – A new connection was made.
Connection Request Ignored – The request was ignored.
Connection Request Expired – The request was not accepted in time.
New Tracked Profile – A profile was added as a contact.
New Team Clip Added – A post was bookmarked using Team Clip.

Note:

Lead harvest related events (1-5) are specified in the order of execution, meaning that email enrichment happens after lead activation.
New profile visit was registered [Deprecated] - deprecated in favor of Lead related webhooks, which include profile views as a source.

If you need additional webhook events, feel free to submit a feature request.

Configuring a Webhook

(Example: Make.com)

Step 1: Start a New Pipeline

Begin by creating a new pipeline or scenario with a Webhook entry block.

Step 2: Obtain a Webhook URL

Generate a custom webhook URL from your automation tool (e.g., Make.com).
Go to Users & Settings → Webhooks in Teamfluence.
Click Create and enter your webhook URL.

Select the event trigger to determine which data is sent.

Step 3: Test the Webhook

Save the webhook configuration.
Use the Test Run button in the context menu to send sample data to the webhook URL.

On Make.com, use the Redetermine Data Structure button to listen for incoming webhook calls.
Once received, pass the data to your preferred destination (e.g., updating an object in HubSpot).

Lead harvest webhooks execution order

Sample webhook data

New lead created / Lead Moved to Active / Lead Engaged in a New Event / Lead was enriched with email/phone number

lead_sample = {
    "id": "AZDjcYMguC0Py9oA",
    "crm_id": "f67b4018-436d-408d-95Bf-485c3001fc1A",
    "first_name": "Shawn",
    "last_name": "Spencer, MBA",
    "headline": "Accomplished psychic professional with extensive experience",
    "username": "shawn-psychic",
    "linkedin_url": "https://www.linkedin.com/in/shawn-psychic/",
    "email": "shawn@psych.com",
    "team_member_email": "m@example.io",
    "source": "Profile Viewer",
    "source_content_url": "https://www.linkedin.com/pulse/3-great-leadership-lessons-from-psych-john-ross-phd-mba/",
    "latest_engagement_event": "Engaged with John's comment",
    "stage": "qualified",
    "tags": ["icp", "email_sent"],
    "engagement_events_count": 4,
    "engagement_score": 35,
    "connection_strength": 2,
    "picture": "https://m.media-amazon.com/images/M/MV5BMTkyOTYzNTk4Ml5BMl5BanBnXkFtZTgwNDQ4NDY2MjE@._V1_.jpg",
    "followers_count": 40619,
    "connections_count": 5034,
    "country": "United States",
    "feed_updated_at": "2024-06-12T20:39:30Z",
    "created_at": "2024-06-13T14:49:55Z",
    "company": {
        "name": "Psych",
        "updated_at": "2024-06-12T20:39:30Z",
        "id": 1103,
        "picture": "https://i.ytimg.com/vi/Gv5RrHrBev4/maxresdefault.jpg",
        "employees_num_max": 200,
        "country": "United States",
        "company_type": "Non Profit",
        "description": "Psychic Investigations",
        "urn": "2000",
        "slug": "psych",
        "created_at": "2024-06-13T14:58:43Z",
        "employees_num_min": 2,
        "headquarters": "Santa-Barbara",
        "website_url": "http://psych.com",
        "founded_year": 1980,
        "industries": ["Investigations"],
        "specialties": [],
        "linkedin_url": "https://www.linkedin.com/company/psych/",
    },
    "history": [
        {
            "id": "dpvHhAbrAnSHpZ38",
            "event_type": "LINKEDIN_POST_ENGAGEMENT",
            "description": "Engaged with Steven Morell's post",
            "post_url": "https://www.linkedin.com/feed/update/urn:li:activity:7220042202905804801/",
            "created_at": "2024-07-25T19:22:56+0000",
        },
        {
            "id": "dpvHhtM1AnSHpZ38",
            "event_type": "LINKEDIN_PROFILE_VIEWER",
            "description": "Visited Mike's profile page",
            "created_at": "2024-07-22T19:22:56+0000",
        },
        {
            "id": "QdK3d8ucaPyKgLRB",
            "event_type": "LINKEDIN_PROFILE_VIEWER",
            "description": "Visited Jenna's profile page",
            "created_at": "2024-07-18T07:31:45+0000",
        },
        {
            "id": "w06cNASAhl9MuWwm",
            "event_type": "LINKEDIN_COMMENT_ENGAGEMENT",
            "description": "Engaged with John's comment",
            "comment_url": "https://www.linkedin.com/feed/update/urn:li:activity:7220042202905804801?commentUrn=urn%3Ali%3Acomment%3A%28activity%3A7220042202905804801%2C7220058977865273344%29&dashCommentUrn=urn%3Ali%3Afsd_comment%3A%287220058977865273344%2Curn%3Ali%3Aactivity%3A7220042202905804801%29",
            "created_at": "2024-07-25T20:22:56+0000",
        },
    ],
}

crm_id - object ID from the CRM system will be shown if lead was synced to your contacts prior to the webhook event.

username - LinkedIn profile slug/handle.

linkedin_url - LinkedIn profile URL.

email - optional LinkedIn profile contact email (only guaranteed in “Lead was enriched with email / phone number” webhook, which is always fires after the “Lead status changed to Active” webhook).

source - one of the following options:

Profile Viewer
New connection
Campaign Connection
Post Reaction
Commented on Post
Tracked Post Reaction
Commented on Tracked Post
Commented on Company page Post
Reacted to a Company page Post
Visited Company page
Followed Company page
Comment Reaction
Comment on comment.

source_content_url - optional LinkedIn content URL if lead was sourced from content engagement.

stage - legacy name of lead status: new, qualified (Active), disqualified

engagement_events_count - a number of engagements events between lead and your team (profile visits, new connections, content reactions).

engagement_score - internally calculated score based on engagement event types.

connection_strength - number of team members connected to the lead.

latest_engagement_event - description of the latest engagement events corresponding to history last entry.

feed_updated_at - last known personal feed update timestamp from the lead.

Connection Request Sent

{
   "ref_id": "jiBuu1vU5dy7QbjB",
   "crm_id": "R9mccdj3OWqALMGCS5JMhO3auhgTtmSZ",
   "first_name": "Frankie",
   "last_name": "Adams",
   "headline": "SDR at The Expanse",
   "status": "sent",
   "sent_at": "2024-03-11T11:08:42Z"
}

Connection Request Accepted

{
   "ref_id": "jiBuu1vU5dy7QbjB",
   "crm_id": "R9mccdj3OWqALMGCS5JMhO3auhgTtmSZ",
   "first_name": "Frankie",
   "last_name": "Adams",
   "headline": "SDR at The Expanse",
   "username": "frankie",
   "team_member_email": "m@example.io",
   "status": "accepted",
   "sent_at": "2024-03-11T11:08:42Z"
}

Connection Request Ignored

{
   "ref_id": "jiBuu1vU5dy7QbjB",
   "crm_id": "R9mccdj3OWqALMGCS5JMhO3auhgTtmSZ",
   "first_name": "Frankie",
   "last_name": "Adams",
   "headline": "SDR at The Expanse",
   "username": "frankie",
   "team_member_email": "m@example.io",
   "status": "ignored",
   "sent_at": "2024-03-11T11:08:42Z"
}

Connection Request Expired

{
   "ref_id": "jiBuu1vU5dy7QbjB",
   "crm_id": "R9mccdj3OWqALMGCS5JMhO3auhgTtmSZ",
   "first_name": "Frankie",
   "last_name": "Adams",
   "headline": "SDR at The Expanse",
   "username": "frankie",
   "team_member_email": "m@example.io",
   "status": "timedout",
   "sent_at": "2024-03-11T11:08:42Z"
}

New Contact Saved for Feed tracking

{
   "ref_id": "jiBuu1vU5dy7QbjB",
   "first_name": "Shohreh",
   "last_name": "Aghdashloo",
   "username": "shohreh-aghdashloo",
   "company_name": "The Expanse",
   "job_title": "Global Project Manager",
   "email": "enriched",
   "followers_count": 21191
}

New Clipped Post

{
   "author": "Exm.AI",
   "ld_urn": "urn:li:activity:7100018159690000760",
   "post_url": "https://www.linkedin.com/feed/update/urn:li:activity:7198618159690485760/",
   "content": "<span>Important note about recent event \n</span>",
   "published_at": "2024-05-21T10:38:33Z",
   "ref_id": "jiBuu1vU5dy7QbjB",
   "created_at": "2024-05-23T07:06:58Z",
   "team_member_email": "m@example.io"
}

Need Help?

If you have any questions, feel free to submit a ticket or email us at support@myteamfluence.com.