Connect Campaign Monitor and webCRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Subscriber
New Unsubscriber
Choose an Action
Automatically do this!
Create Activity
List All Activities
List All Campaigns
List All Documents
List All Events
List All Meetings
List All Milestones
List All Opportunities
List All Organisations
List All Persons
List All Pipelines
List All Products
List All Users
Find Person
Find Organisation
Find Document
Find User
Find Delivery
Update Activity
Create Delivery
Update Delivery
Ready to use Campaign Monitor and webCRM automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Subscriber
Triggers when a new subscriber is added to a designated list.
New Unsubscriber
Triggers when a subscriber unsubscribes from a list.
New Activity
Triggers when an activity is created.
New Delivery
Triggers when a new delivery is created.
New Document
Tiggers when a new document is created .
New Opportunity
Triggers when a new opportunity is created.
Do thisActions
Action is the task that follows automatically within your Campaign Monitor integrations.
Add Subscriber
Adds a new subscriber to a specified list, including custom field data if provided.
Unsubscribe
Remove a subscriber from a list.
List Clients
list all existing clients
Get Billing Details
Get the billing details for your account.
Update a Subscriber
Update a subscriber to a specified list.
Create Activity
Add a new activity in WebCRM with date, assignee, description and optional links to organisation, person, campaign, or opportunity.
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Frequently Asked Questions
To start, connect both your Campaign Monitor and webCRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Campaign Monitor triggers actions in webCRM (or vice versa).
Absolutely. You can customize how Campaign Monitor 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.
The data sync between Campaign Monitor and webCRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Campaign Monitor 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.
About Campaign Monitor
Campaign Monitor is a powerful email marketing platform designed to help businesses create, send, and optimize their email campaigns. With a user-friendly interface and robust features, it enables marketers to engage their audience effectively and drive better results.
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