Overview
Webhooks let you send form submission data directly to an external system as soon as it's received — no manual exports, no waiting. When someone submits a form, CX Platform fires off a request to a URL you specify, delivering the full submission payload to wherever you need it.
This is handy when you want form responses to land in a customer relationship management (CRM) tool, trigger a workflow in an automation platform, or feed data into an API. You choose the endpoint; CX Platform handles the delivery.
Setup lives inside your form template in the Receive module and takes just a few minutes once you know your target URL.
Before you start
You'll need the target URL for the system you want to receive the data — this is the endpoint your CRM, API, or automation tool exposes for incoming Webhook calls. If you're not sure what this is, check with your IT or integration team before getting started.
Open your form template
- Go to the Receive module and open the relevant form template.
- Click the Actions tab to manage submission events for this form.
Create a Webhook action
- Click + Add new to create a new action for the form's submission event.
- As the action type, select Webhook.
- Enter the target URL for the system you want to receive the submitted data — your CRM, API, automation tool, or similar.
- Set the event trigger. Choose Submitted to fire the Webhook on each completed submission, or select an earlier event (like Started or Saved) if your CRM needs to capture that activity too.
- Click Save to apply your changes.
You can set up multiple Webhook actions on the same form — useful if you need submission data to go to more than one system at once.
Whitelist the outbound IP
Before your Webhook will work end-to-end, the receiving system needs to be configured to accept calls from CX Platform's outbound IP addresses. This is a one-time step handled by your IT or integration team.
Contact CX Platform support if you need the list of outbound IPs to pass on — they'll be able to provide them quickly.
Test the automation
- Submit a sample response through your form to trigger the Webhook.
- Verify that the full submission payload has arrived at your endpoint as expected.
- Adjust your endpoint processing if needed, then retest until it's behaving exactly as you want.
Once your test submission lands cleanly at the other end, you're all set. From here on, every form submission that matches your trigger event will be pushed to your endpoint automatically — no manual steps required.