Connect Omnisend and webCRM to Build Intelligent Automations

Choose a Trigger

Omnisend

When this happens...

Choose an Action

webCRM

Automatically do this!

Ready to use Omnisend and webCRM automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Activity Is Created

New Activity Is Created

Runs when new activity is created

New Delivery

New Delivery

Runs when a new delivery is created.

New Document Created

New Document Created

Runs when new document is created

New Opportunity Created

New Opportunity Created

Runs when new opportunity is created.

New Organization

New Organization

Triggers when a new organization is created.

New Person Created

New Person Created

Runs when a new person is created

Do thisActions

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

Send a Custom Event

Send a Custom Event

Send a custom event to Omnisend including contact details and event properties.

Create Subscriber

Create Subscriber

Add a new contact to Omnisend using an email and optional details (name, phone, address), tags, custom properties, and subscription status.

Create Activity

Create Activity

Creates a new activity with a date, assignee, description, and optional links to an 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

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Frequently Asked Questions

How do I start an integration between Omnisend and webCRM?

To start, connect both your Omnisend and webCRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Omnisend triggers actions in webCRM (or vice versa).

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

Absolutely. You can customize how Omnisend 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 Omnisend and webCRM?

The data sync between Omnisend 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 Omnisend 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 Omnisend and webCRM?

Yes, you can set conditional logic to control the flow of data between Omnisend 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.

Omnisend

About Omnisend

Omnisend is a marketing automation platform designed for e-commerce businesses, offering features like email marketing, SMS messaging, push notifications, and segmentation to help merchants enhance their marketing efforts.

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webCRM

About webCRM

webCRM helps your sales team with the daily workflow and overview.

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