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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

driverreach

driverreach

DriverReach is a Recruiting Management System for hiring CDL drivers. Use the DriverReach Action to send driver lead info to DriverReach.

Dotcom Monitor

Dotcom Monitor

Monitor websites, applications, servers - anything online. Gather performance and uptime reports and real-time alerts when something goes wrong. Synthetic transaction monitoring from dozens of locations around the world.

doorknock

doorknock

DoorKnock is a mobile canvassing app that helps progressive candidates record data on the doorstep.

docugenerate

docugenerate

DocuGenerate is a tool to automatically generate high-quality PDF documents from Word templates and various data sources.

docsumo

docsumo

Convert unstructured documents like pay stubs, invoices, and bank statements into actionable data effortlessly with Docsumo's Intelligent OCR technology.

docsify

docsify

Docsify is a chrome extension for Gmail and G Suite that tracks email opens, link clicks, attachment downloads, and per-page document and website views that you send via email. And Docsify automates and prioritizes your sales workflow based on recipient's engagement with anything you emailed them

DNA Behavior

DNA Behavior

DNA Behavior is a behavioral science technology used to uncover how each individual approaches work, life, decisions, and money.

Digimind Social

Digimind Social

Digimind is a web and social media listening platform that helps you track consumer insights, competitors, and market trends.

devicemagic

devicemagic

Build custom forms to capture important data through your mobile device with Device Magic. Save time, get better data, and automate your business.

databox

databox

Databox is a business analytics platform built to help you understand what's going on with your business and keep KPIs from cloud services, spreadsheets, databases in one place.

cufinder

cufinder

CUFinder is an all-in-one B2B sales intelligence platform with tools to help you prospect, enrich, and drive more revenue.

Cube USA

Cube USA

Cube is comprehensive business management software for the building automation controls (BAC) industry. Developed by controls contractors for controls contractors, Cube reduces paperwork and costs while streamlining efficiency and boosting revenue.

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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