
When this happens...
New Attendee
New Talk Attendeee
Ticket Purchased

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
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new attendee registers for your HeySummit event.
Triggers when a new attendee registers for a Talk within your HeySummit Event.
runs when new attendee registers
Triggers when an activity is created.
Triggers when a new delivery is created.
Tiggers when a new document is created .
Action is the task that follows automatically within your HeySummit integrations.
Add a new activity in WebCRM with date, assignee, description and optional links to organisation, person, campaign, or opportunity.
Retrieves the list of all activities
Retrieves the list of all campaigns
Retrieves the list of all documents
Retrieves the list of all events
Retrieves the list of all meetings

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.
To start, connect both your HeySummit and webCRM accounts to viaSocket. Once connected, you can set up a workflow where an event in HeySummit triggers actions in webCRM (or vice versa).
Absolutely. You can customize how HeySummit 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 HeySummit 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 HeySummit 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.
HeySummit is a platform to help you increase engagement, conversions and revenue for your online summits.
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