Your CRM can now work with web data tasks directly inside workflows, making it easier to collect online information, react when a task finishes, and save the results where your business needs them most.

📌 Why This Matters

Many small businesses rely on online data for pricing checks, lead research, product details, listing updates, or competitor tracking. When that information lives in a separate tool, it often creates extra steps and delays. With this workflow connection, you can trigger web data tasks automatically, pull results back into your CRM, and keep customer or business records up to date without manual copy-and-paste.

✨ What’s New

• Completed Task trigger: Your workflow can start the moment a web data task finishes, so your CRM can react right away and use the captured data.
• Single task runs: Launch one data task from inside a workflow whenever a form is submitted, a record is updated, or another event happens.
• Bulk task runs: Send multiple URLs or records into a bulk run when you need to collect data at scale.
• Task result lookups: Pull the status or results of a previous task or bulk run into your workflow when needed.
• Flexible inputs: Workflow variables can be used in each field, which helps you pass customer details, URLs, or other record data into a task automatically.

🛠️ How to Use It

1. Step 1: Open your CRM workflow and add the web data task trigger or one of the available actions.
2. Step 2: Connect your account by entering your API key from the web data tool you use.
3. Step 3: If you are using the completed task trigger, choose which robot or task source to monitor and apply any filters you need.
4. Step 4: If you are using an action, enter the robot or task ID and add any input details required, such as a URL or other record data.
5. Step 5: Test the trigger or action to confirm your workflow is receiving the right data.
6. Step 6: Save and publish your workflow so it can run automatically.

📋 A Simple Business Example

Let’s say a customer submits a form with a competitor’s website or a product page they want you to review. Your workflow can send that URL into a web data task, wait for the task to finish, and then write the captured information back into the customer’s record. That means your team can review useful details inside the CRM instead of gathering everything by hand.

🧩 Helpful Details

• Instant response: The completed task trigger works right when the task finishes, so follow-up steps can happen quickly.
• Filtering options: You can monitor specific robots or task sources to keep workflows focused.
• Bulk support: This is useful when you need to process many URLs or records at once.
• Multiple account support: If needed, you can choose from connected accounts on each workflow step.
• Usage costs: Workflow executions and external task usage may have separate charges, so it is worth checking both before running large volumes.

💡 Pro Tip

Use this for price checks, listing updates, or lead research so your team spends less time gathering data and more time following up with customers and closing sales.