Connect Mobile Message and BoardCRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Inbound SMS Instant
Choose an Action
Automatically do this!
Add Comment
UpdateLead
Create Deal
Ready to use Mobile Message and BoardCRM automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Inbound SMS Instant
Triggers when an inbound SMS is received.
Do thisActions
Action is the task that follows automatically within your Mobile Message integrations.
Send SMS
Sends an SMS message.
Lookup Sent Messages
Get details of a sent message using message_id or custom_ref.
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.
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Frequently Asked Questions
To start, connect both your Mobile Message and BoardCRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Mobile Message triggers actions in BoardCRM (or vice versa).
Absolutely. You can customize how Mobile Message data is recorded in BoardCRM. This includes choosing which data fields go into which fields of BoardCRM, setting up custom formats, and filtering out unwanted information.
The data sync between Mobile Message and BoardCRM 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 Mobile Message and BoardCRM. 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 Mobile Message
Mobile Message is a comprehensive platform for managing and automating SMS communications, enabling businesses to effectively engage with their audience through personalized messaging solutions.
Learn MoreAbout 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.
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