Connect BoardCRM and Elastic Email to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for BoardCRM
Choose an Action
Automatically do this!
Get a Campaign
Get a Contact
Get all Contacts
Create a New Template
Get all Templates
Unsubscribe a Contact
Get All Contacts in a List
Get a Contact by Email
Delete a Contact
Add New Contact to List
Create a List
Ready to use BoardCRM and Elastic Email automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Contact Added
Trigger when a new contact added to specified list.
Campaign Sent
Triggers when a campaign is created.
Do thisActions
Action is the task that follows automatically within your BoardCRM integrations.
Add Comment
Add a comment to a specified deal in BoardCrm.
UpdateLead
Update an existing lead in BoardCrm by Lead ID to modify name, contact details, company, position, and notes.
Create Deal
Create a new deal (offer) in BoardCrm using the provided lead details and deal field values.
Get a Campaign
Get an existing campaign details
Get a Contact
Get a contact details by email.
Get all Contacts
Get all the existing contacts
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Frequently Asked Questions
To start, connect both your BoardCRM and Elastic Email accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in Elastic Email (or vice versa).
Absolutely. You can customize how BoardCRM data is recorded in Elastic Email. This includes choosing which data fields go into which fields of Elastic Email, setting up custom formats, and filtering out unwanted information.
The data sync between BoardCRM and Elastic Email typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between BoardCRM and Elastic Email. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About BoardCRM
BoardCrm is a comprehensive CRM solution designed to streamline customer relationship management and enhance sales processes. With features tailored for efficient contact management, sales tracking, and customer engagement, BoardCrm empowers businesses to build stronger relationships and drive growth.
Learn MoreAbout Elastic Email
Elastic Email is a robust email marketing platform and SMTP relay service that caters to businesses and developers. It provides a suite of tools and services designed to facilitate email marketing campaigns, transactional emails, and email automation. The platform offers features like email template creation, contact list management, analytics, detailed reporting, and email API functionality.
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