| Requirement | Details |
|---|---|
| Safina plan | Pro or higher |
Introduction
In today’s digital business world, seamless integration between different systems is essential for running efficient workflows. Webhooks have become an indispensable tool for exchanging data between applications in real time. In this article I’ll show you how to create and use webhooks for Safina AI to automate and optimize your communication.
Safina AI, the innovative AI-driven voicemail service from Germany, offers businesses a smart solution for managing calls. By integrating webhooks, you can combine Safina’s capabilities with your existing business systems and unlock even more value.
Webhook basics
What are webhooks?
Webhooks are automated messages sent from one application to another when certain events occur.
Related guide: What is a webhook and how does it work? Our guide explains simply, with examples, how you can connect your business apps and automate processes with webhooks.
Unlike traditional APIs, where your application has to actively poll for data, webhooks work on a “push” principle: as soon as a relevant event occurs, the data is automatically sent to your predefined endpoint.
The difference between webhooks and APIs
While APIs follow the request-response model and require regular polling, webhooks are event-driven. This makes them particularly efficient for real-time notifications and cuts down on unnecessary data traffic.
Typical use cases
- Real-time notifications: Instant information about new calls
- Data integration: Automatic transfer of call data into CRM systems
- Automated workflows: Triggering actions based on call content or outcome
Creating a webhook with your existing CRM
Almost every leading CRM platform supports webhooks. They automatically provide a secure endpoint that can receive the data from Safina. All you need to do is copy the corresponding URL and authentication details into Safina.
Because creating webhooks works slightly differently in each of these tools, we’ve linked the instructions from several market leaders below.
Guides from common CRM tools
| Tool name | Creating a webhook |
|---|---|
| Salesforce | Create a Webhook Data Action Target |
| Hubspot | Webhooks |
| Zapier | How to get started with Webhooks by Zapier |
| Make | Webhooks |
| Zoho | Creating Webhooks |
| Microsoft Dynamics 365 | Use webhooks to create external handlers for server events |
| Freshsales CRM | What are webhooks? How to configure webhooks for Workflows? |
| Pipedrive | Webhooks |
| Monday | Webhooks |
| Insightly | Webhooks - How to Setup |
| Zendesk | Webhooks |
| SAP CRM | Manage Webhooks |
Adding your webhook in the Safina app
The Safina Enterprise version offers a user-friendly interface for setting up webhooks. Here are the configuration steps:
- Sign in to the Safina app
- Navigate to the “Safina” tab
- Click on “Sync CRM”
- Now add a new webhook
- Don’t forget to save afterwards.
Webhook configuration fields in the Safina AI app
When setting up a webhook in Safina AI, you’ll need to provide the following information:
| Field | Description | Example |
|---|---|---|
| Label (for you only) | An internal name to identify the webhook | Hubspot Hook |
| Auth Type | The type of authentication | API_KEY, Bearer |
| Token | A security token for authentication | 550e8400-e29b-41d4-a716-446655440000, eyJ0eXAiOi... |
| Method | The HTTP method for the webhook call | POST |
| URL | The target URL of your webhook endpoint | https://your-domain.com/safina-webhook |
| Api Key Location | Where the API key is placed in the request | Header, Body |
| Body Attribute Name | Name of the attribute in the request body | token |
| Header Name | Name of the attribute in the request header | x-api-key |
There are also buttons to activate and delete the webhook.
Example use cases
CRM integration
Connect Safina AI to your CRM system to automatically store call information as activities or notes. This gives you a gap-free overview of your customer communication.
Automatic task creation
Based on the content of a call, you can automatically create tasks in your project-management tool. If a customer reports a technical issue, for example, a support ticket is generated automatically.
Business intelligence
Gather call data for analysis and reporting. Track call volume, frequent concerns and customer sentiment to optimize your business processes.
Notification systems
Set up notifications for important or urgent calls. You can send emails, SMS or push notifications to the right team members.