Connect webCRM and Sales Play to Build Intelligent Automations

Choose a Trigger

webCRM

When this happens...

Choose an Action

Sales Play

Automatically do this!

Ready to use webCRM and Sales Play 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

New Person

Triggers when a new person is created .

Do thisActions

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

Create Activity

Create Activity

Add a new activity in WebCRM with date, assignee, description and optional links to 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 Sales Play?

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

Can we customize how data from webCRM is recorded in Sales Play?

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

How often does the data sync between webCRM and Sales Play?

The data sync between webCRM and Sales Play 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 Sales Play?

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 Sales Play?

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

About Sales Play

SalesPlay is a comprehensive cloud-based point of sale (POS) system designed to streamline sales processes, manage inventory, and enhance customer experiences. Ideal for businesses of all sizes, SalesPlay offers robust features including real-time sales tracking, detailed reporting, and seamless integration with various payment gateways.

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