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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

karen

karen

Karen is an AI enabled scheduling service that helps schedule appointment, take payment, and send reminders.

kantataox

kantataox

Kantata OX project collaboration suite allows you to manage your business relationships, share files, and track project activity online from anywhere in the world. Within a project workspace in Kantata, you can agree on budget & schedule, track time, send invoices, get paid via PayPal, and complete work.

kanbanflow

kanbanflow

KanbanFlow is a Lean project management tool for you and your team. Its intuitive user interface will get you up and running in a few minutes. It has a built-in task timer with support for the Pomodoro technique.

kaiten

kaiten

Kaiten is an online platform for collaborative work. With a built-in proven methodology, it will help you to take your team and business to the next level.

kadoa

kadoa

Kadoa extracts web data easily for you and brings it into the format you need it

JW Player

JW Player

JW Player helps you grow your business with its flexible platform of video services, powered by billions of signals from across our vast network.

justclick

justclick

JustClick is a platform for selling digital products & courses online.

jurny

jurny

Jurny is a One-Stop Property Management solution to take your short term rental operation to the next level. Every solution you need all-in-one place.

jumppl

jumppl

Jumppl is a project management platform with features including separate client portals, staff monitoring, task monitoring, invoicing, team chat and file storage.

Juice.ai

Juice.ai

Use Juice.ai to turn your site into a money-making machine. Build your content on powerful long-tail keywords that rank high in Google's SERPs.

Judge.me

Judge.me

Judge.me helps you collect and display product reviews, site reviews and Q&A in your e-commerce store (Shopify, WooCommerce and BigCommerce).

journalize.io

journalize.io

Journalize is a tool that turns financial transaction data into GL entries

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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