Connect CallHub and webCRM to Build Intelligent Automations

Choose a Trigger

CallHub

When this happens...

Choose an Action

webCRM

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Ready to use CallHub and webCRM automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Agent Activates Account

Agent Activates Account

Runs when Agent Activates Account.

New Note Added

New Note Added

Triggers when a new note is added by an agent for any call center campaign in your CallHub account.

New Text Message Received

New Text Message Received

Triggers when you receive a text message for any SMS campaign in your CallHub account.

Transfer Digit Pressed

Transfer Digit Pressed

Triggers when the transfer digit is pressed in a voice broadcast campaign

New Activity Is Created

New Activity Is Created

Runs when new activity is created

New Delivery

New Delivery

Runs when a new delivery is created.

Do thisActions

Action is the task that follows automatically within your CallHub integrations.

Create Contact

Create Contact

Add a new contact to CallHub.

Invite an agent

Invite an agent

Create a new agent account and send them an invitation email.

Update a contact

Update a contact

Update a contact in CallHub using their phone number or contact ID.

Create Activity

Create Activity

Creates a new activity with a date, assignee, description, and optional links to an organisation, person, campaign, or opportunity.

List All Activities

List All Activities

Retrieves the list of all activities

List All Campaigns

List All Campaigns

Retrieves the list of all campaigns

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Frequently Asked Questions

How do I start an integration between CallHub and webCRM?

To start, connect both your CallHub and webCRM accounts to viaSocket. Once connected, you can set up a workflow where an event in CallHub triggers actions in webCRM (or vice versa).

Can we customize how data from CallHub is recorded in webCRM?

Absolutely. You can customize how CallHub data is recorded in webCRM. This includes choosing which data fields go into which fields of webCRM, setting up custom formats, and filtering out unwanted information.

How often does the data sync between CallHub and webCRM?

The data sync between CallHub and webCRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from CallHub to webCRM?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between CallHub and webCRM?

Yes, you can set conditional logic to control the flow of data between CallHub and webCRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

CallHub

About CallHub

CallHub is a comprehensive communication platform designed to streamline and enhance your outreach efforts. It offers a suite of tools for voice and SMS broadcasting, call center management, and peer-to-peer texting, making it ideal for businesses, political campaigns, and non-profits looking to engage with their audience effectively.

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webCRM

About webCRM

webCRM helps your sales team with the daily workflow and overview.

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