How to Keep Your Consent Data in Sync Across Different Platforms with iubenda’s 2-Way Sync

Managing consent across different platforms just got easier. With iubenda’s 2-Way Sync for the Consent Database, you can automatically synchronize consent statuses in real-time across all your third-party tools, like CRM platforms (e.g., HubSpot), email marketing tools (e.g., Mailchimp), and more. This two-way synchronization makes it simple to keep your consent data accurate and compliant, all without the need for manual updates or complex coding.

In this guide, we’ll walk you through how to easily set up and manage webhooks for 2-Way Sync, ensuring your consent data is always up-to-date across all your platforms.

1. Accessing the Webhooks Section in iubenda

1. Go to Settings: From the iubenda Dashboard, select the project and click the settings icon.
2. Open Consent Database Webhooks: In the side menu, click on “Consent database webhooks“. This section is your starting point for setting up the synchronization between the Consent Database and your connected platforms.



3. Activate the Consent Database (If required): If the Consent Database is not yet active, you’ll see a message: “To start setting up webhooks, you first need to activate the Consent Database.” Click Activate Consent Database and follow the prompts.



4. If your Consent Database is already active, proceed to create a new webhook. You’ll see a description of how webhooks work, with a “+ Create a new webhook” button available to get started.

2. Creating a New Webhook

Setting up a webhook lets you automatically synchronize and notify connected platforms about consent status changes. Here’s how to set one up:

1. Click “+ Create a new webhook”, this will open the webhook creation modal.
2. Select the Webhook Type: You’ll see two options at the top:

• 📥 Inbound: Use this to automatically update your Consent Database when a specific event, like a user consent change, is triggered on an external platform. It reacts to updates made outside the Consent Database (e.g., a user updating their preferences in your CRM or email tool), ensuring those updates are promptly reflected within your database.
• 📤 Outbound: Use this to notify external systems whenever an event, such as a consent status change, is registered in your Consent Database.

In some cases, the Consent Database can serve as a bridge between two platforms. For example, an inbound webhook can capture consent changes from a platform like Mailchimp, and an outbound webhook can send those updates to another platform, like HubSpot. This allows you to keep all systems in sync through iubenda, without manual intervention.

Let’s go through how to set up each type.

3. How to Set Up an Inbound Webhook

An inbound webhook is used to automatically update the Consent Database when user actions, like consent changes, occur on an external platform. For example, if a user opts in to your newsletter via a form on your website, this change will automatically sync with your Consent Database.

Step-by-Step Instructions

1. Choose the “Inbound” Tab.

2. Specify the Preference to Be Updated:

• Newsletter (These details are based on the Newsletter Opt-in Booster naming):
  • Use the dropdown to select the preference value (e.g., True for Subscribed, False for Unsuscribed). This refers to the actual value associated with the user’s consent preference in your Consent Database.

  

• If you wish to use different names and values, choose the ‘Custom’ option below. (This option is needed if you’ve set up custom preferences or values that are specific to what you’re saving in the Consent Database.)
  • Enter your custom preference name (e.g., tosAccepted).
  • Enter the value (e.g., true). Remember, both fields must be filled.

  

3. Click “Save” to complete the setup and save the webhook.

✅ Your Consent Database will now automatically receive updates whenever the specified event occurs, matching the subject’s email and updating the corresponding consent status.

4. How to Set Up an Outbound Webhook

An outbound webhook sends notifications to external systems (like Mailchimp or your CRM) whenever there’s a change in the Consent Database. This is useful for keeping your platforms updated with the latest consent preferences.

Step-by-Step Instructions

1. Select the “Outbound” Tab.

2. Specify the Endpoint URL: Enter the URL where updates should be sent. (Note: This is a required field.)
3. Choose the Preference to Track:

• Newsletter (These details are based on the Newsletter Opt-in Booster naming):
• Optionally, select “Set for specific preference value only” to track changes for a specific value and use the dropdown to select the preference value (e.g., True for Subscribed, False for Unsubscribed).

• If you wish to use different names and values, select the ‘Custom’ option below.”
  • Enter a custom preference name (e.g., tosAccepted).
  • If you only want to send notifications for specific values, check “Set for specific preference value only” and enter the value (e.g., true).

  

3. Click “Save” to create the outbound webhook.

✅ It will now notify the specified platform whenever the chosen consent changes occur in the Consent Database.

5. Managing Webhooks in the Consent Database Dashboard

Activating or Pausing Webhooks

Each webhook (inbound or outbound) has a toggle switch that allows you to enable or pause updates. This control is helpful when you need to temporarily stop syncing data.

Editing a Webhook

Find the webhook you want to modify and click the “Edit” button. This opens the webhook setup interface, where you can change the endpoint URL, tracked preferences, or any other settings. Click Save to apply the updates.

Deleting a Webhook

To delete a webhook, click the trash icon next to it. A confirmation prompt will appear to ensure you want to proceed. Click “Confirm” to permanently remove the webhook.

Webhooks in iubenda’s Consent Database are a powerful way to keep your marketing tools, CRMs, and other platforms updated with the latest consent preferences. With just a few clicks, you can ensure that user preferences are always in sync across your platforms, helping you maintain compliance and streamline your processes.