What does the CRM webhook do for identified visitors, how is it configured, and when does it fire?
The CRM webhook sends identified visitor profiles from Franchise Ninja to your CRM, email platform, or middleware automatically. That lets you start nurture and retargeting without waiting for anyone to review the dashboard.
What it does
Sends each qualifying Engaged Candidate as a JSON payload to the URL you provide
Includes contact details, available demographic and professional data, campaign and UTM data, and pages visited
Works with direct CRM endpoints or with tools such as Zapier and Make
Is optional. Franchise Ninja still identifies visitors and shows them in your dashboard without a webhook.
How to configure it
Go to Configuration > Users and create a webhook-only user. This keeps webhook notifications separate from your team's settings.
Edit that user and open Other Integration.
Check the box to enable the integration and enter your postback URL.
Click Test Postback Now to send a sample record.
Click Update User to save.
When it fires
The webhook is triggered by the user's notification rules. Instant email notifications must be turned on for that user, and the webhook fires when an identified visitor meets those rules.
Your team provides the endpoint. Our team can help configure and test the trigger, the payload, and your CRM mapping.
