Connect HeySummit and webCRM to Build Intelligent Automations

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HeySummit

When this happens...

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webCRM

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Attendee

New Attendee

Triggers when a new attendee registers for your HeySummit event.

New Talk Attendeee

New Talk Attendeee

Triggers when a new attendee registers for a Talk within your HeySummit Event.

Ticket Purchased

Ticket Purchased

runs when new attendee registers

New Activity

New Activity

Triggers when an activity is created.

New Delivery

New Delivery

Triggers when a new delivery is created.

New Document

New Document

Tiggers when a new document is created .

Do thisActions

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

Create Activity

Create Activity

Add a new activity in WebCRM with date, assignee, description and optional links to 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

List All Documents

List All Documents

Retrieves the list of all documents

List All Events

List All Events

Retrieves the list of all events

List All Meetings

List All Meetings

Retrieves the list of all meetings

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Frequently Asked Questions

How do I start an integration between HeySummit and webCRM?

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).

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

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.

How often does the data sync between HeySummit and webCRM?

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.

Can I filter or transform data before sending it from HeySummit 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 HeySummit and webCRM?

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.