Using our WebCRM integration it is possible to display:
Useful facts about WebCRM:
Every 1 min
Supports Custom Fields?
Good to know about WebCRM and Plecto:
- To get this right, you log into Web CRM: Go to 'Settings' > 'Integration' > 'API'
User and password:
Please set an "API" user with a password (see picture below). You'll need this when creating the first WebCRM data source in Plecto.
Integration time zone:
If you want to integrate Web CRM with Plecto, please be aware that you'll need the right integration timezone.
IMPORTANT: Please make sure that your GMT is set to '(UTC) Coordinated Universal Time', like on the screenshot below. Using any other setting will not work!
To allow Plecto to read from WebCRM's API these following settings should be set to 'Kun visning' (see the red box in the bottom of the picture):