Incoming webhooks in Moxo Flow Workspaces offer an efficient way to automate the creation of workflows by seamlessly integrating Moxo with external platforms like Salesforce, HubSpot, and more. This integration helps trigger the creation of Moxo flow workspaces based on specific events from these platforms - like filling out a form on a website, updating details in a CRM, or any other platform that supports webhook functionality, allowing you to automate and streamline processes without manual intervention.
Why Are Incoming Webhooks Important?
Incoming webhooks allow users to automate the flow of data between systems, reducing the need for manual intervention and ensuring workflows are triggered automatically when specified events occur in external platforms.
- Saving Time: Automating workflows eliminates repetitive tasks and accelerates business processes.
- Improving Accuracy: Automated processes reduce human error, ensuring that data is consistently updated across all systems.
- Ensuring Real-Time Sync: With webhooks, updates in one system immediately trigger related actions in Moxo, keeping all processes aligned and up to date.
Salesforce Incoming Webhooks
Salesforce is one of the most popular customer relationship management platforms, widely used by sales and customer success teams to manage and track customer opportunities. By integrating Salesforce with Moxo via incoming webhooks, users can automate the initiation of a Moxo flow based on events like an Opportunity moving to "Closed Won" or when a new Lead is added.
Key Benefits
- Streamlined Onboarding: Automating the creation of Moxo workspaces when an Opportunity is closed ensures that the team can begin the client onboarding process instantly, without waiting for manual data entry.
- Seamless Data Flow: Incoming webhooks allow Salesforce data (like Opportunity details or Contact information) to trigger specific workflows in Moxo, ensuring all information is synchronized and up to date.
- Reduced Errors: By eliminating the need for manual processes, webhooks minimize the chances of data entry errors and increase the accuracy of your workflows.
Salesforce Webhook Integration Guide
To automate the creation of Moxo flows using Salesforce triggers, follow the detailed Salesforce Incoming Webhooks guide, that walks you through configuring an Apex trigger to send a webhook to Moxo when specific actions occur in Salesforce (e.g., when an Opportunity is marked as "Closed Won").
HubSpot Incoming Webhooks
HubSpot is a leading inbound marketing, sales, and customer relationship management platform that helps businesses manage opportunities. Integrating HubSpot with Moxo via incoming webhooks enables you to automatically trigger Moxo flows based on actions taken in HubSpot, such as when a new contact is created or when a deal progresses.
Key Benefits
- Automate Customer Journeys: By triggering Moxo flows automatically when a deal or contact is created, you can initiate tailored onboarding, training, or support workflows without delay.
- Efficiency: Automating processes reduces the time spent managing multiple platforms and ensures that actions in HubSpot are reflected in Moxo workspaces in real-time.
- Customization: The ability to customize the data sent through HubSpot's webhooks ensures that Moxo workspaces can be dynamically populated with relevant customer data, aligning workflows with your business needs.
HubSpot Webhook Integration Guide
To automate Moxo flows using HubSpot workflows, refer to the comprehensive Hubspot Incoming Webhooks guide, which outlines how to configure webhooks in HubSpot that trigger Moxo flow based on specific HubSpot events.
Accessing Incoming Webhooks
Each flow workspace template in Moxo is assigned a unique webhook URL. This URL can be used by external systems to automatically trigger the creation of a flow workspace in Moxo, based on something that happens in a third party platform. This helps ensure that workflows are initiated seamlessly and without manual intervention.
To configure an Incoming Webhook Automation in a flow workspace template:
- In the Flow template builder, click on the trigger icon next to the edit welcome message in the Flow Start card.
- A Configurations tab for Incoming Webhook Automation will open up. Then click Enable to activate the webhook automation.
- Once the webhook configuration is active, fill in the Required Details.
- You will be provided with a system-generated webhook URL, which you can copy for reference. Provide the necessary authentication details.
- Choose the appropriate Authentication Type (Optional) from the available options (Input the Username and Password if required).
Configuring Webhooks with External Systems
To set up and integrate incoming webhooks with external systems supported by Moxo, follow these steps:
- Navigate to the Help Center in your Incoming Webhook configuration interface. This is the central hub for managing and configuring integrations.
- You will find a list of supported external systems. Currently, the available options include: HubSpot and Salesforce
- Choose the external system you wish to integrate with your incoming webhook. This action will redirect you to a dedicated configuration site.
- On the configuration site, you will find a detailed, step-by-step guide tailored to the selected system.
- Finally, click Save on the top right corner of the flow template builder to save the automation in the template.
Once configured, the incoming webhook will automatically trigger the creation of a flow workspace whenever it receives data from external systems.