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webCRM

webCRM

Create integrations between webCRM and your favorite App

Create effective webCRM automations in minutes by using pre-made templates that are customized for your needs

Select Any App to connect with webCRM

webCRM

webCRM

rise

rise

Rise is an all-in-one system that makes training easy to create, enjoyable to take, and simple to manage.

RSS Ground

RSS Ground

RSS Ground allows you to streamline and automate every step of content research, creation, generation, monetization, sharing and promotion.

rowshare

rowshare

RowShare is a team collaboration tool designed to collect, share, and analyze distributed data with complete confidentiality.

rows

rows

More powerful than a spreadsheet and more flexible than a reporting tool, Rows is where modern teams build, use and share beautiful spreadsheets.

routezilla

routezilla

Routezilla is a location based scheduling software that understands geography (and your customers).

route

route

Route is a multi-channel marketing automation platform. Identify contacts in your site or app, track their behaviour and trigger automated personalized campaigns.

roofr

roofr

Roofr: spend less time on admin and more time growing your roofing business. Manage reports, proposals, invoicing, payments, and more, on our easy-to-use platform.

roll

roll

Roll is a platform with everything your business needs in one place. Manage projects, track sales, understand and grow your business.

Roezan SMS

Roezan SMS

Roezan is an automated text funnel solution, increasing lead conversions through marketing automations.

rocketreach

rocketreach

RocketReach helps you find email, phone and social links for over 250 million professionals, across 6 million companies, worldwide.

rocketdevs

rocketdevs

RocketDevs is a global remote company that facilitates connections between companies and a diverse pool of software engineers

Review Judge

Review Judge

Getting clients to leave 5-star reviews for your law firm has never been easier. Take the work out of following up with your clients with friendly automatic reminders. And don’t worry, Review Judge prevents negative reviews, too.

Actions and Triggers

When this happensTriggers

webCRM

New Activity

Triggers when an activity is created.

webCRM

New Delivery

Triggers when a new delivery is created.

webCRM

New Document

Tiggers when a new document is created .

webCRM

New Opportunity

Triggers when a new opportunity is created.

webCRM

New Organization

Triggers when a new organization is created.

webCRM

New Person

Triggers when a new person is created .

Do thisActions

webCRM

List All Activities

Retrieves the list of all activities

webCRM

List All Campaigns

Retrieves the list of all campaigns

webCRM

List All Documents

Retrieves the list of all documents

webCRM

List All Events

Retrieves the list of all events

webCRM

List All Meetings

Retrieves the list of all meetings

webCRM

List All Milestones

Retrieves the list of all milestones

Real-World Use Cases of webCRM Integrations

See how webCRM integrates with popular apps to automate tasks and streamline your workflow.

Sync records with external applications and databases
Generate detailed reports and dashboards from data
Track project progress and task statuses in real-time
Manage and organize data efficiently with custom views
Integrate with collaboration tools for seamless workflows
Automate notifications and alerts based on data changes
Collaborate on data management and analysis with teams
  • Integrate webcrm with Salesforce to sync records, ensuring that customer data is consistently updated across your CRM and webcrm databases.
  • Integrate webcrm with MySQL to automatically sync records, facilitating seamless data exchange between webcrm and your SQL databases.

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Frequently asked questions

  • How do you map data in viaSocket workflows?
  • Data mapping in viaSocket involves defining how information flows from one application to another in your automation. You specify which data from the trigger event should be used in your action step.
  • How does viaSocket handle errors or exceptions in automated workflows?
  • viaSocket includes error handling mechanisms in automated workflows to detect and address errors or exceptions that may occur during execution.
  • Is it possible to customize automated workflows according to my business needs?
  • Yes, viaSocket offers flexibility and customization options for automated workflows. Users can tailor workflows to fit their specific business requirements by configuring triggers, actions, conditions, and integrations to suit their unique processes and workflows.
  • What happens if one of the connected apps changes its API or functionality?
  • viaSocket regularly updates its integrations to ensure compatibility with new app versions, features, and APIs released by app developers. These updates help maintain seamless functionality and ensure that integrations continue to work effectively over time.
webCRM

About webCRM

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

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viaSocket

About viaSocket

viasocket is an innovative and versatile workflow automation platform designed to streamline and simplify the integration of your favorite applications and to

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