Connecting Warmr to your CRM: a complete webhook integration guide

Your social selling activities on LinkedIn should flow seamlessly into your CRM. When Warmr identifies an engaged prospect or tracks a meaningful interaction, that data needs to reach your sales team where they work.

This guide covers how to connect Warmr to your CRM using webhooks, enabling automated data flow that keeps your sales processes synchronized.

Why CRM Integration Matters

Without integration, you create data silos. Social selling insights live in Warmr while your sales team works in the CRM. This leads to:

• Missed context when reaching out to prospects
• Duplicate data entry and wasted time
• Incomplete activity tracking
• Disconnected sales processes

Integration solves these problems by automatically syncing data between systems.

Understanding Webhooks

Webhooks are automated messages sent between applications when events occur. When something happens in Warmr, a webhook can instantly notify your CRM.

How Webhooks Work

1. An event occurs in Warmr (new lead, engagement, etc.)
2. Warmr sends a data package to a URL you specify
3. Your CRM receives the data and takes action
4. Contact records update automatically

This happens in real-time, keeping systems synchronized without manual intervention.

Webhook vs. API Integration

Webhooks (push): Warmr sends data when events happen. Best for real-time updates.

API (pull): Your CRM requests data from Warmr periodically. Best for bulk synchronization.

For most use cases, webhooks provide the responsiveness you need.

Warmr Webhook Events

Warmr can send webhooks for various events. Common triggers include:

Contact Events

• New contact identified: A new lead discovered from LinkedIn activity
• Contact score changed: Engagement score crosses threshold
• Contact updated: Profile information changed

Engagement Events

• Comment received: Prospect commented on your content
• Post engagement: Prospect liked or shared your content
• Profile view: Prospect viewed your LinkedIn profile

Pipeline Events

• Lead qualified: Contact meets qualification criteria
• Status changed: Contact moved to new pipeline stage

Setting Up Webhooks in Warmr

Configure webhooks in your Warmr settings.

Step 1: Access Webhook Settings

Navigate to Settings, then Integrations, then Webhooks in your Warmr dashboard.

Step 2: Create New Webhook

Click “Add Webhook” and configure:

Name: Descriptive name for this webhook (e.g., “HubSpot New Leads”)

URL: The endpoint where data should be sent (provided by your CRM or middleware)

Events: Select which events trigger this webhook

Filters: Optionally filter which records trigger webhooks

Step 3: Test the Webhook

Use the “Test” button to send sample data. Verify your receiving system processes it correctly.

Step 4: Activate

Once tested, activate the webhook for live data flow.

HubSpot Integration

HubSpot offers several methods to receive Warmr webhook data.

Method 1: HubSpot Workflows

Use HubSpot workflows to process incoming webhooks.

Setup steps:

1. Create a webhook workflow in HubSpot
2. Copy the webhook URL provided
3. Paste this URL in Warmr webhook settings
4. Map incoming fields to HubSpot contact properties
5. Define workflow actions (create contact, update properties, etc.)

Method 2: Middleware Integration

Use Zapier, Make, or similar tools:

Zapier setup:

1. Create new Zap with “Webhooks by Zapier” trigger
2. Copy the webhook URL
3. Configure in Warmr
4. Add HubSpot actions to the Zap
5. Map fields between systems

Common HubSpot Mappings

Warmr Field	HubSpot Property
email	email
first_name	firstname
last_name	lastname
company	company
title	jobtitle
linkedin_url	linkedin
engagement_score	custom property
source	lead_source

HubSpot Best Practices

• Create custom properties for Warmr-specific data
• Use scoring properties to sync engagement scores
• Set up duplicate management rules
• Create views to segment Warmr-sourced leads

Salesforce Integration

Salesforce can receive webhooks through several approaches.

Method 1: Salesforce Flow

Build a Flow that processes webhook data:

1. Create Platform Event for incoming webhook data
2. Build Flow triggered by Platform Event
3. Create or update Lead/Contact records
4. Log activities as needed

Method 2: Apex Web Services

For advanced customization:

1. Create Apex REST endpoint
2. Parse incoming webhook payload
3. Execute business logic
4. Return appropriate response

Method 3: Middleware Approach

Use integration platforms:

MuleSoft: Enterprise-grade integration for complex requirements

Zapier/Make: Simpler option for basic integrations

Workato: Balance of power and usability

Common Salesforce Mappings

Warmr Field	Salesforce Field
email	Email
first_name	FirstName
last_name	LastName
company	Company
title	Title
linkedin_url	LinkedIn_URL__c
engagement_score	Warmr_Score__c
source	LeadSource

Salesforce Best Practices

• Create custom fields for Warmr data
• Build reports on Warmr-sourced leads
• Use Process Builder for complex automation
• Implement duplicate rules

Pipedrive Integration

Pipedrive offers straightforward webhook integration.

Direct Webhook Setup

1. In Pipedrive, navigate to Webhooks under Tools and Apps
2. Note your webhook endpoint capabilities
3. Use Pipedrive API to create persons and deals

Middleware Approach

Use Zapier or Make for easier integration:

1. Connect Warmr webhook to Zapier
2. Add Pipedrive actions
3. Map fields appropriately
4. Test and activate

Common Pipedrive Mappings

Warmr Field	Pipedrive Field
email	email
name	name
company	org_id (organization)
title	custom field
linkedin_url	custom field
engagement_score	custom field

Custom CRM Integration

For proprietary or less common CRMs, build custom integration.

Middleware Solutions

Zapier: 5,000+ app integrations with no-code setup

Make (Integromat): Visual automation with more complex logic

n8n: Self-hosted option for data privacy

Workato: Enterprise automation platform

Custom Webhook Handler

Build your own endpoint:

// Example Node.js webhook handler
app.post('/warmr-webhook', (req, res) => {
  const payload = req.body;

  // Validate webhook signature
  if (!validateSignature(req)) {
    return res.status(401).send('Invalid signature');
  }

  // Process based on event type
  switch (payload.event) {
    case 'contact.created':
      createCRMContact(payload.data);
      break;
    case 'contact.updated':
      updateCRMContact(payload.data);
      break;
    // Handle other events
  }

  res.status(200).send('OK');
});

Webhook Security

Implement security measures:

Signature verification: Validate webhook authenticity using shared secrets

IP allowlisting: Only accept webhooks from known IPs

HTTPS: Always use encrypted connections

Idempotency: Handle duplicate webhooks gracefully

Data Mapping Best Practices

Successful integration requires thoughtful data mapping.

Field Mapping Principles

Consistency: Map fields consistently across all integrations

Completeness: Capture all relevant data, not just required fields

Custom fields: Create CRM custom fields for Warmr-specific data

Defaults: Define fallback values for optional fields

Handling Data Conflicts

When Warmr data conflicts with existing CRM data:

Merge rules: Define which source wins for each field

Timestamps: Use timestamps to prefer newer data

Alerts: Flag conflicts for manual review

Append vs. replace: Decide whether to add or overwrite

Activity Logging

Beyond contact data, log activities:

• Engagement events as CRM activities
• LinkedIn interactions as tasks or notes
• Score changes in activity history

Testing Your Integration

Thorough testing prevents production issues.

Test Checklist

• Webhook endpoint receives data
• Data parses correctly
• New contacts create properly
• Existing contacts update appropriately
• Duplicate handling works
• Required fields map correctly
• Custom fields populate
• Activities log appropriately
• Error handling functions
• Retry logic works

Testing Approach

1. Unit testing: Test each component separately
2. Integration testing: Test complete data flow
3. Load testing: Verify handling of high webhook volume
4. Error testing: Confirm graceful failure handling

Monitoring and Maintenance

Integration requires ongoing attention.

Monitoring Practices

Webhook logs: Review logs for failures and errors

Data quality: Audit CRM data periodically

Sync status: Track successful vs. failed syncs

Alert setup: Configure notifications for failures

Common Issues

Timeouts: Ensure endpoint responds quickly

Rate limits: Respect CRM API rate limits

Data format: Handle edge cases in incoming data

Authentication expiry: Refresh credentials before expiration

Maintenance Schedule

Daily: Review error logs and failed webhooks

Weekly: Audit sample of synced records for accuracy

Monthly: Review integration performance metrics

Quarterly: Evaluate integration against business needs

Measuring Integration Success

Track metrics that demonstrate integration value.

Technical Metrics

• Webhook success rate
• Average sync latency
• Error frequency by type
• Data completeness rate

Business Metrics

• Time saved on manual data entry
• Lead response time improvement
• Pipeline velocity changes
• Revenue influenced by integrated data

Troubleshooting Guide

Common issues and solutions:

Webhooks not triggering: Verify Warmr webhook configuration and activation status

Data not appearing in CRM: Check field mappings and required field completion

Duplicate records: Review CRM duplicate management rules

Partial data sync: Verify all fields are mapped and data types match

Slow performance: Optimize webhook handler and consider queuing

Next Steps

1. Choose your CRM integration approach
2. Configure Warmr webhooks
3. Set up receiving endpoint or middleware
4. Map fields between systems
5. Test thoroughly
6. Monitor and maintain

With proper integration, your social selling efforts in Warmr flow seamlessly into your CRM, keeping your sales team informed and your data unified.