Connect Upvoted and webCRM
Integrate Upvoted with webCRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Activity in webCRM when new feature is added in Upvoted
List All Activities in Webcrm when new feature is added in Upvoted
List All Campaigns from webCRM when new feature is added in Upvoted
List All Documents from webCRM when new feature is added in Upvoted
List All Events from webCRM when new feature is added in Upvoted
Popular Upvoted + webCRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Upvoted
When this happens...
new feature is added
New comments arrive on a feature
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
Create Activity in webCRM when new feature is added in Upvoted
Use this flowList All Activities in Webcrm when new feature is added in Upvoted
Use this flowList All Campaigns from webCRM when new feature is added in Upvoted
Use this flowList All Documents from webCRM when new feature is added in Upvoted
Use this flowList All Events from webCRM when new feature is added in Upvoted
Use this flowList All Meetings from webCRM when new feature is added in Upvoted
Use this flowList All Milestones from webCRM when new feature is added in Upvoted
Use this flowList All Opportunities from webCRM when new feature is added in Upvoted
Use this flowList All Organisations from webCRM when new feature is added in Upvoted
Use this flowList All Persons from WebCRM when new feature is added in Upvoted
Use this flowSupported Triggers & Actions
Everything you can automate between Upvoted and webCRM.
When this happensTriggers
A trigger is an event that starts a workflow.
new feature is added
runs when new feature is added
New comments arrive on a feature
runs when new comments arrive on a feature
New Activity Is Created
Runs when new activity is created
New Delivery
Runs when a new delivery is created.
New Document Created
Runs when new document is created
New Opportunity Created
Runs when new opportunity is created.
Do thisActions
Action is the task that follows automatically within your Upvoted integrations.
Create Feature
Create a new feature.
Create Activity
Creates a new activity with a date, assignee, description, and optional links to an organisation, person, campaign, or opportunity.
List All Activities
Retrieves the list of all activities
List All Campaigns
Retrieves the list of all campaigns
List All Documents
Retrieves the list of all documents
List All Events
Retrieves the list of all events
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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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 Upvoted
Upvoted is a platform designed to enhance user engagement and interaction through voting and feedback mechanisms. It allows users to upvote content, ideas, or products, fostering a community-driven environment for decision-making and prioritization.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Upvoted 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 Upvoted 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 Upvoted triggers actions in webCRM, and a separate workflow where webCRM triggers actions in Upvoted. 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 Upvoted and webCRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Upvoted 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.
