Connect cycle and webCRM to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for cycle
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
Enable Integrations or automations with these events of cycle and webCRM
Enable Integrations or automations with these events of cycle and webCRM
Triggers
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.
New Organization
Triggers when a new organization is created.
New Person
Triggers when a new person is created .
Actions
Create Activity
Add a new activity in WebCRM with date, assignee, description and optional links to organisation, person, campaign, or opportunity.
List All Activities
Retrieves the list of all activities
List All Campaigns
Retrieves the list of all campaigns
List All Documents
Retrieves the list of all documents
List All Events
Retrieves the list of all events
List All Meetings
Retrieves the list of all meetings
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Frequently Asked Questions
To start, connect both your cycle and webCRM accounts to viaSocket. Once connected, you can set up a workflow where an event in cycle triggers actions in webCRM (or vice versa).
Absolutely. You can customize how cycle 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 cycle 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 cycle 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 cycle
Cycle connects customer feedback to product delivery workflows so you can close the feedback loop and wow your customers at each release.
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