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Connect TxtSync and webCRM

Integrate TxtSync with webCRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.

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Popular TxtSync + webCRM flows

Start from a real workflow other teams are already running.

Choose a trigger

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TxtSync

When this happens...

Choose an action

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webCRM

Automatically do this!

Full list

Supported Triggers & Actions

Everything you can automate between TxtSync and webCRM.

When this happensTriggers

A trigger is an event that starts a workflow.

New Contact Created

New Contact Created

runs when a New Contact is Created.

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.

Do thisActions

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

Send SMS

Send SMS

Send a single SMS text message to a phone number or contact

Create a Contact

Create a Contact

Adds a new contact to your TxtSync contact list.

Update a Contact

Update a Contact

Update an existing contact's details.

List Contacts

List Contacts

List all contacts and their details.

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

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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Integrations TxtSync
TxtSync + webCRM
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About TxtSync

TxtSync is a powerful SMS communication platform designed to enhance business communication through efficient and reliable text messaging services. It offers seamless integration with various applications, enabling businesses to automate and streamline their SMS marketing and customer engagement strategies.

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Frequently Asked Questions

How do I connect TxtSync and webCRM?

Sign up for a free viaSocket account, then authorize both your TxtSync 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.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between TxtSync and webCRM as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from TxtSync to webCRM?

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.

Can the integration run in both directions?

Yes. You can set up a workflow where TxtSync triggers actions in webCRM, and a separate workflow where webCRM triggers actions in TxtSync. Both run independently and in real time.

What happens if a step in the workflow fails?

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.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between TxtSync and webCRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire TxtSync 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.