Connect webCRM and loyaltyloop to Build Intelligent Automations

Choose a Trigger

webCRM

When this happens...

Choose an Action

loyaltyloop

Automatically do this!

Enable Integrations or automations with these events of webCRM and loyaltyloop

Enable Integrations or automations with these events of webCRM and loyaltyloop

Triggers

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 .

Actions

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 loyaltyloop?

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

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

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

How often does the data sync between webCRM and loyaltyloop?

The data sync between webCRM and loyaltyloop 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 loyaltyloop?

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 loyaltyloop?

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