In this blog post, we will discuss RudderStack’s Webhook source and how we utilize it for internal automation. We are using Rudderstack to stream new lead created events from Salesforce for lead enrichment, and then send the enriched data to various downstream destinations.
If you are unfamiliar with Webhooks, a Webhook source in RudderStack acts as a digital flypaper that captures JSON-encoded data through HTTP requests without requesting information. It is best suited for processing notifications and forwarding them to downstream destinations and warehouses.
We faced a challenge when we did not have enough data attached to a new lead to trigger a meaningful response from Clearbit, a lead enrichment tool we use. To address this, we used RudderStack’s Webhook source to fire a Clearbit Enrichment Transformation once sufficient information was collected on the lead record. This allowed us to enrich new leads immediately and send the data to other downstream tools.
In this tutorial, we will demonstrate how to set up a Webhook source in RudderStack and integrate it with Salesforce for lead enrichment. Here are the steps to implement this solution:
Step 1: Create a new Webhook source in your RudderStack instance
– Select the Webhook option under Event Streams in the RudderStack User Interface and obtain the specific URL for your webhook.
Step 2: Register the URL with Salesforce
– Add the webhook URL to your list of Remote Sites in Salesforce to allow outbound calls from Salesforce to the Webhook source.
Step 3: Create an Apex Class
– Create an Apex Class in Salesforce to convert data to a JSON payload and call the Webhook URL using Process Builder.
Step 4: Create the Process Builder
– Define the criteria for firing the Webhook action and map the fields and Webhook URL in the Process Builder.
Step 5: Create the User Transformation to call Clearbit
– Create a new user transformation in Salesforce for lead enrichment.
For detailed instructions on setting up a Webhook source and integrating it with Salesforce, refer to the Webhook Source Documentation in the RudderStack user guide. If you haven’t already, sign up for a free trial account to get started.
By following these steps, you can harness the power of RudderStack’s Webhook source for automating lead enrichment and data processing in your Salesforce environment.