An overview of webCRM' data types, useful facts and how to set up a webCRM data source.
To get access to the webCRM API, you need to request the application token. Please advise webCRM's page about their REST API, and follow their set up guide.
- Go to 'Data Management' > 'Data sources' > 'New Data source'
- Choose webCRM on our integrations list
- Add application token
- Choose import type
- Choose which fields you would like to include
- Choose which field you would like to use as the member in Plecto
- Choose date (the default date used in formulas)
Once you have set up your data source and saved it, we will run an import of your data for the current month. You can import more data by clicking on 'Import more data'.