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Automate when something happens in eh crm
Login -> Create new flow -> Select trigger -> Search eh crm -> Choose the trigger from the list
Take action in eh crm when something happens in an app or you want to add step in flow
Login -> Create new flow -> Select action -> Search eh crm -> Choose the action from the list
Trigger
Action
See how eh crm integrates with popular apps to automate tasks and streamline your workflow.

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.

Webhook is like a real-time notification system between apps. Whenever something happens in one app—like a new comment or a purchase—a webhook sends a signal to another app, instantly letting it know about the event.
Authorize your EH CRM account in viaSocket, choose a trigger (like "New Lead"), map EH CRM fields to actions (assign rep, send email, update stage), test the flow, and enable it — no coding needed.
Faster lead response times, higher conversion rates, fewer manual updates, consistent data across systems, and clearer forecasting from automated reports.
viaSocket uses secure, authorized connections to EH CRM and only accesses the data you permit. You control permissions and can review both platforms' privacy policies for details.
Yes. viaSocket can run AI-enabled automations to score leads, summarize interactions, or draft personalized messages, then write results back to EH CRM and trigger the next steps.
EH CRM is a lead CRM made proudly in Mexico. It helps you improve sales pipelines
Learn MoreviaSocket is an AI-powered, workflow automation platform that helps people and businesses connect apps and automate repetitive tasks. With thousands of integrations, anyone can build workflows to move data, cut manual work, and save time. Whether for simple tasks or large-scale processes, viaSocket makes automation easy and helps teams focus on what matters most.
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