Connect webCRM and Qlik to Build Intelligent Automations

Choose a Trigger

webCRM

When this happens...

Choose an Action

Qlik

Automatically do this!

Ready to use webCRM and Qlik automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Activity Is Created

New Activity Is Created

Runs when new activity is created

New Delivery

New Delivery

Runs when a new delivery is created.

New Document Created

New Document Created

Runs when new document is created

New Opportunity Created

New Opportunity Created

Runs when new opportunity is created.

New Organization

New Organization

Triggers when a new organization is created.

New Person Created

New Person Created

Runs when a new person is created

Do thisActions

Action is the task that follows automatically within your webCRM integrations.

Create Activity

Create Activity

Creates a new activity with a date, assignee, description, and optional links to an 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 Qlik?

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

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

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

How often does the data sync between webCRM and Qlik?

The data sync between webCRM and Qlik 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 Qlik?

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 Qlik?

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

webCRM

About webCRM

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

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Qlik

About Qlik

Qlik is a powerful data analytics and business intelligence platform that helps organizations make data-driven decisions. It offers a range of tools for data visualization, reporting, and dashboard creation, enabling users to gain insights from their data quickly and efficiently.

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