New Integration: Manage Your Sales Workflow with webCRM

Deborah Tennen
Deborah Tennen / June 11, 2019
webCRM home page

webCRM is a customer relationship management (CRM) tool that helps your sales team with their daily workflow. Set and manage targets for all stages of sales, from lead generation to closing orders. Analyze customer data and then prepare reports or put together a call list. You can send emails or opportunities directly from each individual customer card and give them a professional look with templates. You can even book meetings with your customers directly in webCRM and sync with your calendar system—or the other way around. Plus, webCRM performs estimates on the likelihood of success using the pipeline function.

And now webCRM connects with Zapier, making it easier than ever to automate your CRM workflows. Zapier can automatically trigger workflows in other apps whenever there's a new or updated opportunity, activity, person, delivery, document, organization, support case, or product in webCRM. Or you can create or update an organization, activity, person, document, opportunity, product, or delivery in webCRM whenever trigger events happen in the other apps you use most.

To connect webCRM with 1,500+ other apps, including Gmail, Google Sheets, and LinkedIn Lead Gen Forms, head to webCRM's Zapier integration page.

How to Automate webCRM with Zapier

  1. Sign up for a webCRM account, and make sure you have a Zapier account.

  2. Try some pre-made webCRM integrations, and learn more about how webCRM works with Zapier.

  3. Or log in and build a custom workflow with webCRM and Zapier.