Connect KarmaCRM and webCRM
Integrate KarmaCRM with webCRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List All Documents from webCRM when New Contact Created in KarmaCRM
List All Milestones from webCRM when New Contact Created in KarmaCRM
List All Opportunities from webCRM when New Contact Created in KarmaCRM
List All Organisations from webCRM when New Contact Created in KarmaCRM
List All Users in WebCRM when New Contact Created in KarmaCRM
Popular KarmaCRM + webCRM flows
Start from a real workflow other teams are already running.
Choose a trigger
KarmaCRM
When this happens...
Company Created
New Contact Created
Contact Updated
New Deal Created
Choose an action
webCRM
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
List All Documents from webCRM when New Contact Created in KarmaCRM
Use this flowList All Milestones from webCRM when New Contact Created in KarmaCRM
Use this flowList All Opportunities from webCRM when New Contact Created in KarmaCRM
Use this flowList All Organisations from webCRM when New Contact Created in KarmaCRM
Use this flowList All Users in WebCRM when New Contact Created in KarmaCRM
Use this flowFind Organisation in webCRM when New Contact Created in KarmaCRM
Use this flowUpdate Delivery in webCRM when New Contact Created in KarmaCRM
Use this flowCreate Activity in webCRM when Contact Updated in KarmaCRM
Use this flowList All Activities in Webcrm when Contact Updated in KarmaCRM
Use this flowList All Campaigns from webCRM when Contact Updated in KarmaCRM
Use this flowSupported Triggers & Actions
Everything you can automate between KarmaCRM and webCRM.
When this happensTriggers
A trigger is an event that starts a workflow.
Company Created
Triggers when a new company is created.
New Contact Created
Triggers when a new contact is created.
Contact Updated
Triggers when a contact is updated.
New Deal Created
Triggers when a new deal is created.
New Activity Is Created
Runs when new activity is created
New Delivery
Runs when a new delivery is created.
Do thisActions
Action is the task that follows automatically within your KarmaCRM integrations.
List All Companies
Retrieve the list of all companies
List All Contacts
Retrieve the list of all contacts
Create Company
Creates new company.
Create Contact
Creates a new contact.
Create Deal
Creates new deal.
Find Company
Finds an existing company.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About KarmaCRM
KarmaCRM is a simple CRM that helps you nurture personalized relationships at scale by connecting your email, calendar and team to bring all your data into a single place.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your KarmaCRM and webCRM accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between KarmaCRM and webCRM as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach webCRM. No coding required.
Yes. You can set up a workflow where KarmaCRM triggers actions in webCRM, and a separate workflow where webCRM triggers actions in KarmaCRM. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between KarmaCRM and webCRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire KarmaCRM and webCRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
