Connect SMS Manager by BulkSMS and BoardCRM to Build Intelligent Automations
Choose a Trigger
When this happens...
Delivery Receipt Received
Choose an Action
Automatically do this!
Add Comment
UpdateLead
Create Deal
Ready to use SMS Manager by BulkSMS and BoardCRM automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Delivery Receipt Received
Runs when a sent message is delivered or fails.
Do thisActions
Action is the task that follows automatically within your SMS Manager by BulkSMS integrations.
Send SMS
Send an SMS message to one or more phone numbers.
Create Contact
Adds a new contact to SMS Manager.
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 SMS Manager by BulkSMS and BoardCRM accounts to viaSocket. Once connected, you can set up a workflow where an event in SMS Manager by BulkSMS triggers actions in BoardCRM (or vice versa).
Absolutely. You can customize how SMS Manager by BulkSMS 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 SMS Manager by BulkSMS 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 SMS Manager by BulkSMS 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 SMS Manager by BulkSMS
SMS Manager by BulkSMS.com.au is a bulk SMS and MMS messaging platform. Send and receive text messages via API.
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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