Using OAuth2 Authorization in Custom Webhooks

Overview

OAuth2 is a widely adopted and highly secure authorization method commonly used by major APIs. By enabling OAuth2 support in your CRM's Custom Webhook action, you can securely integrate with services like Google, Facebook, LinkedIn, and many others, unlocking advanced automation possibilities.

How to Use OAuth2 in a Custom Webhook

When configuring a Custom Webhook action within a workflow, you can select OAuth2 as the authorization method. Once selected, you will be prompted to choose an existing OAuth2 token or request a new one for the API you are connecting to.

Managing OAuth2 Tokens

All OAuth2 tokens are managed globally from the Global Workflow Settings area. Navigate to the Manage Tokens section to view, update, or delete your stored tokens.

Clicking Manage Token opens a dialog listing all available tokens. From this interface, you can update token details or remove tokens that are no longer needed.