Connect BoardCRM and Plunk to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for BoardCRM
Choose an Action
Automatically do this!
Create Contact
Create Campaign
Track Event
Send Campaign
Update Contact
Ready to use BoardCRM and Plunk automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact Is Added
Runs when a new contact is added in Plunk.
Contact Is Updated
Runs when a contact is updated in Plunk.
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.
Create Contact
Adds a new contact to Plunk or updates an existing contact.
Create Campaign
Creates a new campaign in Plunk to start outreach and track results.
Track Event
Record an activity in Plunk so it is saved and visible in your account.
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Frequently Asked Questions
To start, connect both your BoardCRM and Plunk accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in Plunk (or vice versa).
Absolutely. You can customize how BoardCRM data is recorded in Plunk. This includes choosing which data fields go into which fields of Plunk, setting up custom formats, and filtering out unwanted information.
The data sync between BoardCRM and Plunk 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 Plunk. 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 Plunk
Plunk is a platform designed to enhance productivity and streamline workflows through automation and integration of various applications.
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