IntegrationswebCRMseektable
webCRM + seektable

Connect webCRM and seektable to Build Intelligent Automations

Choose a Trigger

webCRM

When this happens...

Choose an Action

seektable

Automatically do this!

Enable Integrations or automations with these events of webCRM and seektable

Enable Integrations or automations with these events of webCRM and seektable

Triggers

New Activity

New Activity

Triggers when an activity is created.

New Delivery

New Delivery

Triggers when a new delivery is created.

New Document

New Document

Tiggers when a new document is created .

New Opportunity

New Opportunity

Triggers when a 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 .

Actions

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

List All Milestones

List All Milestones

Retrieves the list of all milestones

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Frequently Asked Questions

How do I start an integration between webCRM and seektable?

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

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

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

How often does the data sync between webCRM and seektable?

The data sync between webCRM and seektable 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 seektable?

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 seektable?

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

About seektable

Data exploration and reporting tool to create pivot tables, charts, tabular reports.

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