Integrations webCRM Solid Performers CRM
webCRM + Solid Performers CRM

Connect webCRM and Solid Performers CRM to Build Intelligent Automations

Choose a Trigger

webCRM

When this happens...

Choose an Action

Solid Performers CRM

Automatically do this!

Enable Integrations or automations with these events of webCRM and Solid Performers CRM

Enable Integrations or automations with these events of webCRM and Solid Performers CRM

Triggers

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

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 Solid Performers CRM?

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

Can we customize how data from webCRM is recorded in Solid Performers CRM?

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

How often does the data sync between webCRM and Solid Performers CRM?

The data sync between webCRM and Solid Performers CRM 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 Solid Performers CRM?

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 Solid Performers CRM?

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