Connect webCRM and vimigo to Build Intelligent Automations

Choose a Trigger

webCRM

When this happens...

Choose an Action

vimigo

Automatically do this!

Enable Integrations or automations with these events of webCRM and vimigo

Enable Integrations or automations with these events of webCRM and vimigo

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 vimigo?

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

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

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

How often does the data sync between webCRM and vimigo?

The data sync between webCRM and vimigo 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 vimigo?

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 vimigo?

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

About vimigo

vimigo is a software that acts as a platform for management and the staffs to communicate, collaborate, and engage in actual-time.

Learn More