Deliver prospects to CRMs and signed webhooks
Use connected native CRMs or a signed HTTPS endpoint as ordered destinations.
When to use this
Use native CRM delivery for supported accounts and webhooks when your own HTTPS endpoint should receive versioned prospect.created events.
Requirements and availability
- Native CRM destinations must show Connected.
- Webhook URLs must use HTTPS and cannot be private, local, credentialed, or use a non-standard port.
- Free can add one webhook endpoint for $5 per month; Grow and Scale include webhooks.
- Save a new or rotated signing secret immediately; it is shown once.
How to do it
- Connect the CRM, or choose Webhook Set up.
- For a webhook, select Create webhook, enter Name and HTTPS URL, and choose Enable after saving.
- Save the signing secret outside the page.
- Select Test and open History to inspect the result.
- Create a Delivery workflow and add connected destinations in the intended order.
Fields and controls
| Control | What it does |
|---|---|
| Name | A recognizable endpoint name. |
| HTTPS URL | The public receiver for signed prospect.created events. |
| Test | Queues a test; History shows the result. |
| History | Shows attempt, HTTP status, latency, safe response excerpt, and retry state. |
| Rotate secret | Invalidates the old secret for new deliveries and shows a replacement once. |
| Pause / Enable | Stops or resumes new events while keeping history. |
| Retry now | Reuses the original event identity and uses no additional prospect credit. |
What happens next
History shows Pending, Retry scheduled, Delivered, or Failed. A successful test proves only that attempt.
States you may see
| State | Meaning |
|---|---|
| Active | The endpoint can receive new events. |
| Inactive | Settings and history remain, but no new event is sent. |
| Entitlement disabled | The plan or add-on does not allow delivery. |
| Pending | The attempt has not completed. |
| Retry scheduled | Another automatic attempt has a future time. |
| Delivered | The endpoint accepted the attempt. |
| Failed | The attempt ended without delivery. |
Credits and usage
Retries use no additional prospect credit. Webhook and CRM entitlement charges are separate from run credits.
Common problems
| Problem | What to check |
|---|---|
| The URL is rejected | Use a public HTTPS endpoint with no embedded credentials and a standard port. |
| The secret was not saved | Rotate it, update the receiver, and save the replacement. |
| A test was queued but not received | Inspect History rather than assuming delivery. |