Connect webCRM and smeetz to Build Intelligent Automations

Choose a Trigger

webCRM

When this happens...

Choose an Action

smeetz

Automatically do this!

Enable Integrations or automations with these events of webCRM and smeetz

Enable Integrations or automations with these events of webCRM and smeetz

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

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 smeetz?

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

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

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

How often does the data sync between webCRM and smeetz?

The data sync between webCRM and smeetz 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 smeetz?

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 smeetz?

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

About smeetz

Smeetz grows your business, increases your ticket sales and engages with more customers by using our ticketing, marketing and smart pricing solution for events, tours and attractions.

Learn More