Overview
Using a Webhook to Update Contacts in Swivel
You can connect external sources—such as lead generation platforms, marketing tools, or website forms—to automatically update contacts that were created via the Webhook in Swivel. This integration sends contact data from the external source into Swivel, ensuring that contacts already captured in your CRM are updated without manual entry.
Swivel will then send an ID to the external source that they can add to the contact in their system. This guide walks you through how to set up these connections so contacts are created seamlessly from outside systems.
Generate an API Key in Swivel
Swivel uses an API key to securely receive lead data from external sources. If you have already generated one for this source and used it with the Create Webhook, then the same key can be used.
If a new API Key is needed, follow these instructions.
Connect Swivel to the Contact Source
If your source sends data via a webhook:
Open your source’s integration settings.
Paste your CRM API key when asked for authentication.
use x-api-key as the header key name
Enter use a PATCH with the following endpoint URL: https://swivelcrm.io/api/webhook/v1/contacts/{contactId}
Define the data to send in the request body by using the available parameter keys from our Swivel Supported Fields table. The endpoint accepts JSON and form-urlencoded data.
Test the webhook with a sample lead submission.
Updating Your Contacts
The Update Contacts Webhook accepts the same attributes as create endpoint.
Any fields passed in will be updated if they have a value. For example, if you update a contact that initially had the name Johnathan Smith and you send the first name as “John” and leave the last name field blank, the contact’s first name will be updated to John and the last name will stay as is (Smith).
🚧 Important: Updates to address need to include all data elements. For example, if Address Line1 stays the same but they an Apt number is added in the update in Address Line2, the Address Line1 will be removed unless the entire address is included in the update.
Campaigns and Marketing events can be added to a contact in an update. They will not override or remove existing campaigns or events on the contact.