IntegrationswebCRMBrowse AI
webCRM + Browse AI

Connect webCRM and Browse AI to Build Intelligent Automations

Choose a Trigger

webCRM

When this happens...

Choose an Action

Browse AI

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

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 .

New Opportunity

New Opportunity

Triggers when a new opportunity is created.

New Organization

New Organization

Triggers when a new organization is created.

New Person

New Person

Triggers when a new person is created .

Do thisActions

Action is the task that follows automatically within your webCRM 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 webCRM and Browse AI?

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

Can we customize how data from webCRM is recorded in Browse AI?

Absolutely. You can customize how webCRM data is recorded in Browse AI. This includes choosing which data fields go into which fields of Browse AI, setting up custom formats, and filtering out unwanted information.

How often does the data sync between webCRM and Browse AI?

The data sync between webCRM and Browse AI 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 webCRM to Browse AI?

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 webCRM and Browse AI?

Yes, you can set conditional logic to control the flow of data between webCRM and Browse AI. 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.

webCRM

About webCRM

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

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Browse AI

About Browse AI

Browse.ai is a powerful tool designed to automate web data extraction and monitoring. It allows users to easily capture and track data from websites without the need for coding, making it ideal for businesses and individuals looking to streamline their data collection processes.

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