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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

cor

cor

COR is the all-in-one management solution for creative agencies that automate timesheets, through AI, to predict profitability, reduce work overload and improve client engagements.

Copilot CRM

Copilot CRM

Copilot CRM automates business processes and workflows by scheduling, routing, automatic invoicing, payment processing, and online booking.

coordinate

coordinate

Coordinate is a collaborative project management platform for you and your customers.

Fize Connect

Fize Connect

Fize Connect enables users to obtain their prospects' insurance data instantly.

consensus

consensus

Consensus uses interactive video demos to provide a personalized demo experience on-demand, branching, summarizing, and expounding according to the responses of each prospect.

connectflux

connectflux

connectflux is an AI assistant with knowledge of 200+ Million professionals and companies that can help you automate your prospecting and outreach efforts.

configcat

configcat

10 minutes trainable feature flag and configuration management service with unlimited team size, awesome support and no surprises.

confection

confection

Confection collects, stores, and distributes data in a way that's unaffected by client-side disruptions involving cookies, cross-domain scripts, and device IDs. It's also compliant with global privacy laws so it’s good for people too.

composure

composure

Composure is software designed for in-house legal departments. This allows legal departments to do more with less, maximizing their efficiency and minimizing their costs. Composure’s key features include intake management and workflow management to quantify legal work.

CompanyCam

CompanyCam

CompanyCam is an app built for contractors and trades professionals to capture and organize important job site information, including photos and documents. Connecting CompanyCam with other software and CRMs allows users to keep tabs on progress and improve their processes.

commerceup

commerceup

Modern & powerful cloud based eCommerce platform that is built for unique e-commerce business needs.

Commerce Layer

Commerce Layer

Commerce Layer is a lightning fast, super flexible and ultra secure REST API that lets you build cutting-edge ecommerce.

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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