Think of webhooks a bit like digital messengers that let apps talk to each other in real-time. They make Journeys super powerful because they help you connect other systems to trigger a flow, share data and even add dynamic variables to your flows.
Let’s take a closer look at charles’ flexible webhook functionalities, what they can do and how you can use them to level-up your marketing strategies.
Webhooks are a way for different online services or applications to talk to each other in real-time. They work like event-driven notifications, allowing one system to automatically send information to another system when a specific event occurs, making it easier to keep things updated and coordinated across various platforms.
You can easily use webhooks with Journeys to trigger flows, import dynamic data and send data to external systems.
The beauty of webhooks is that they’re pretty straightforward and can enhance our platform without requiring much technical expertise. Let’s take a look at different ways you can use webhooks with charles.
<aside> 💡 Don’t forget these are just ideas to get you started. Your success team are happy to workshop even more with you 💛
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Trigger a flow from other flow builders (like the ones from Klaviyo, Emarsys and Salesforce) to add a WhatsApp touchpoint to your customer journeys by using the Incoming webhook trigger.
Simply use the corresponding webhook action or node to start the charles’ flow like here Connect Klaviyo Flows & Journeys.
We use a Webhook action to trigger a flow from Klaviyo Flows.
<aside> ⚠️ Make sure you stay GDPR compliant with an opt-in status check using Opt-in status . If already opted in, funnel the customer to start the flow. If not, get them to opt-in first.
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Fetch information from external systems like order data, marketing interactions or service requests and use them to create dynamic conditional rules.
For example, use the Incoming webhook trigger to import previous order data to calculate a customer’s lifetime value (CLV) within the Condition node to send high CLV subscribers a bigger discount code.
The same information you fetch for conditional rules can also be used to personalize your messages to improve the subscriber’s experience:
Zapier is a popular way to automate tasks through customized workflows. Use webhooks to connect to Zapier to open up workflows with 6,000+ apps.
See Using webhooks with Zapier for more information.
With Journeys you can collect valuable customer preferences (especially when opting in) by asking questions and storing the answers as tags or custom properties.
Then, use the Outgoing webhook node to share it with your external systems, like a CRM or data warehouse, to enrich your customer data for further personalization.
For example, here a pet food company asks their new subscribers what their favourite pet is:
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