Automation5 min read
Integrations, webhooks and variables
Workflows are more useful when they can reach outside the CRM. These three screens are how that happens.
Integrations
/dashboard/automation/integrationsConnect the services your workflows can act on, including WhatsApp and Meta lead ads. Credentials are stored encrypted and are never shown back to you in full.
Webhooks
/dashboard/automation/webhooksA webhook gives an outside system a URL to post to. Use it to capture leads from a website form or any tool that can send an HTTP request. Each webhook has its own token, and requests are logged so you can see exactly what arrived.
Global variables
/dashboard/automation/variablesValues you want to reuse across workflows, referenced as {{variables.key}}. Changing one in a single place updates every workflow that uses it.