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webCRM

Step 1: Create an application token in webCRM

To integrate webCRM with Plecto, you need to create an Application token in your webCRM account.

  1. Open webCRM and go to Settings (gear icon in the top-right corner) > Configuration > Integration > API tab.

  2. Click on the green plus icon on the left hand side to create a new REST API token.

  3. Enter the Application name (for example, Plecto), select the correct time zone, and click Save settings. By default, all scopes are 'read only,' which means that Plecto only gets read access to your data.

  4. Copy your Application token and move to Step 2.

Step 2: Integrate webCRM with Plecto

  1. In Plecto, go to Data sources > New data source > webCRM.

  2. (Optional) Rename your credentials.

  3. Insert your application token and click Next.

  4. Select the data you want to import.

  5. Configure your data source settings. Here, you can change the title, choose the default date, select which fields to import, and more.

  6. Click Next to choose how much data to import and how long you want to keep it in the data source.

  7. Click Import to finish.

Available data

Our integration with webCRM currently allows you to import the following data:

Activities

Update frequency: 2m
Default member field: ActivityAssignedTo
Default date field: ActivityCreatedAt
Supports custom fields? Yes
Supports webhooks? No
Supports automatic registration deletion? No
Supports relations? No

Deliveries

Update frequency: 2m
Default member field: DeliveryAssignedTo
Default date field: DeliveryCreatedAt
Supports custom fields? Yes
Supports webhooks? No
Supports automatic registration deletion? No
Supports relations? No

Events

Update frequency: 2m
Default member field: EventAssignedTo
Default date field: EventCreatedAt
Supports custom fields? Yes
Supports webhooks? No
Supports automatic registration deletion? No
Supports relations? No

Meetings

Update frequency: 2m
Supports custom fields? Yes
Supports webhooks? No
Supports automatic registration deletion? No
Supports relations? No

Opportunities

Update frequency: 2m
Default member field: OpportunityAssignedTo
Default date field: OpportunityCreatedAt
Supports custom fields? Yes
Supports webhooks? No
Supports automatic registration deletion? No
Supports relations? No

Opportunities Deliveries

Update frequency: 2m
Supports custom fields? Yes
Supports webhooks? No
Supports automatic registration deletion? No
Supports relations? No

Organizations

Update frequency: 2m
Default member field: OrganisationAssignedTo
Default date field: OrganisationCreatedAt
Supports custom fields? Yes
Supports webhooks? No
Supports automatic registration deletion? No
Supports relations? No

Persons

Update frequency: 2m
Supports custom fields? No
Supports webhooks? No
Supports automatic registration deletion? No
Supports relations? No

Products

Update frequency: 2m
Supports custom fields? No
Supports webhooks? No
Supports automatic registration deletion? No
Supports relations? No

Quotation Lines

Update frequency: 2m
Supports custom fields? Yes
Supports webhooks? No
Supports automatic registration deletion? Yes
Supports relations? No

Support Cases

Update frequency: 2m
Supports custom fields? Yes
Supports webhooks? No
Supports automatic registration deletion? No
Supports relations? No

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