CRM Webhook Integrations

Connect your Crobox experiences to your Customer Relationship Management (CRM) platform to capture user preferences and enable personalized follow-up communications.

Overview

Crobox supports webhook connections that transmit data collected during experiences directly to your CRM. When a user completes a Product Finder questionnaire and provides their email address, their responses and preferences can be sent to your CRM in real time—enabling you to build targeted email flows, personalize future communications, and enrich customer profiles with zero-party data.

CRM webhook integrations are a managed feature. Contact your Account Manager to discuss availability and setup requirements.

How it Works

When configured, webhooks create a direct connection between your Crobox experience and your CRM platform. The data flow works as follows:

1. A user engages with your Product Finder experience and answers questions about their preferences

2. The user opts in by providing their email address (typically via a "save for later" prompt)

3. Crobox transmits the mapped data directly to your CRM via webhook

4. Your CRM receives the data and can trigger automated workflows, such as sending personalized product recommendations or storing preference data for segmentation

The webhook payload is configurable, allowing you to map specific question responses to corresponding fields in your CRM schema.

Crobox does not store email addresses or user preference data beyond the active session. All personal data is transmitted directly to your CRM and is not retained on Crobox servers.

Use Cases

Personalized email follow-ups

Capture email addresses during a Product Finder experience and send users their personalized recommendations. For example, a user completing a stroller finder can receive an email with their top matches, allowing them to revisit their results without starting over.

Personalized profiles

Enrich your CRM profiles with relevant preference data. Question responses such as budget range, style preferences, or intended use can flow directly into your CRM, enabling more relevant segmentation and communication strategies.

Abandoned finder recovery

When users complete a finder but don't complete a purchase, their captured preferences enable targeted re-engagement campaigns based on exactly what they were looking for.

Differentiated flows for new vs. returning customers

Your CRM can check whether an incoming email address already exists in your database.

• New contacts can enter a tailored welcome flow that incorporates their Product Finder preferences from the first touchpoint.

• Existing contacts could skip onboarding entirely:

  • Their profile is enriched with the new preference data, which can trigger personalized recommendations or update their segment for future campaigns/relevant uses.

Loyalty program enrichment

For brands with loyalty programs, Finder responses can enhance customer profiles with preference data. This enables personalized rewards, targeted point-earning opportunities on relevant products, or tier-specific recommendations aligned with what members have told you they care about.

Crobox only handles the data transfer to your CRM via webhook, after the user provides consent. Building and maintaining the workflows that act on this data (such as email flows, segmentation rules, and loyalty program logic) is managed within your CRM by your team.

Available Integrations

Crobox webhook connections are available for select CRM platforms. Current integrations include:

Full integration support for email capture and preference mapping within Voyado

Additional CRM integrations are available upon request. Contact your account manager to discuss your specific platform requirements.

Prerequisites

Before setting up a CRM webhook integration, ensure you have:

• An active subscription with a CRM platform

• A Crobox contract that includes CRM webhook integration (contact your account manager)

• Technical resources available to collaborate on schema mapping and testing

• Defined data fields in your CRM to receive the mapped webhook data

Getting Started

CRM webhook integrations require collaboration between your team, Crobox, and your CRM platform to configure properly. The process includes defining your data schema, mapping Product Finder questions to CRM fields, and testing the connection end-to-end.

To begin, contact your Crobox account manager. They'll walk you through the requirements, confirm availability for your CRM platform, and coordinate the technical setup process.